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Howe & Rusling’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Howe & Rusling’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.7K Buy
483
+354
+274% +$29.6K ﹤0.01% 390
2026
Q1 		$10.1K Sell
129
-8
-6% -$650 ﹤0.01% 427
2025
Q4 		$10.6K Hold
137
– – ﹤0.01% 428
2025
Q3 		$10.5K Hold
137
– – ﹤0.01% 418
2025
Q2 		$9.96K Buy
137
+8
+6% +$541 ﹤0.01% 414
2025
Q1 		$8.2K Sell
129
-66
-34% -$4.17K ﹤0.01% 385
2024
Q4 		$11.8K Buy
+195
New +$12.4K ﹤0.01% 365
2024
Q2 		– Sell
-61
Closed -$3.86K – 387
2024
Q1 		$3.86K Buy
+61
New +$3.73K ﹤0.01% 364
2023
Q4 		– Sell
-199
Closed -$11.2K – 389
2023
Q3 		$11.2K Buy
199
+55
+38% +$3.25K ﹤0.01% 294
2023
Q2 		$8.49K Hold
144
– – ﹤0.01% 302
2023
Q1 		$8.57K Sell
144
-251
-64% -$14.9K ﹤0.01% 287
2022
Q4 		$22.3K Buy
+395
New +$21.2K ﹤0.01% 263
2021
Q1 		– Sell
-5,225
Closed -$357K – 1009
2020
Q4 		$357K Buy
5,225
+3,183
+156% +$201K 0.05% 117
2020
Q3 		$120K Sell
2,042
-878
-30% -$50.3K 0.02% 193
2020
Q2 		$157K Sell
2,920
-547
-16% -$27.6K 0.03% 157
2020
Q1 		$155K Sell
3,467
-311
-8% -$17.3K 0.03% 160
2019
Q4 		$235K Buy
3,778
+809
+27% +$48.6K 0.04% 173
2019
Q3 		$170K Sell
2,969
-389
-12% -$22K 0.03% 205
2019
Q2 		$193K Buy
3,358
+165
+5% +$9.53K 0.03% 193
2019
Q1 		$183K Buy
3,193
+249
+8% +$13.9K 0.03% 190
2018
Q4 		$153K Buy
2,944
+2,430
+473% +$136K 0.03% 179
2018
Q3 		$32K Buy
514
+269
+110% +$16.8K 0.01% 326
2018
Q2 		$15K Buy
+245
New +$16K ﹤0.01% 402

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Howe & Rusling's SCZ Position: Q2 2026 in Review

Howe & Rusling increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 274% in Q2 2026, buying an estimated $29.6K and bringing the position to 483 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Howe & Rusling first reported a position in SCZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $357K in Q4 2020. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Howe & Rusling held 483 shares of iShares MSCI EAFE Small-Cap ETF worth $39.7K as of Q2 2026.
  • Howe & Rusling bought 354 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $29.6K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #390 holding.
  • Howe & Rusling first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 23 quarters since.
  • Howe & Rusling's iShares MSCI EAFE Small-Cap ETF position peaked at $357K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.