IFG Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

IFG Advisory’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	$28K	Buy	+340	New	+$28.5K	﹤0.01%	1531
2022 Q4	–	Sell	-41,696	Closed	-$2.03M	–	533
2022 Q3	$2.03M	Buy	+41,696	New	+$2.29M	0.18%	117
2021 Q2	–	Sell	-2,844	Closed	-$204K	–	510
2021 Q1	$204K	Buy	+2,844	New	+$202K	0.03%	466
2020 Q4	–	Sell	-4,345	Closed	-$256K	–	456
2020 Q3	$256K	Sell	4,345 -10	-0.2%	-$573	0.04%	351
2020 Q2	$233K	Sell	4,355 -1,661	-28%	-$83.7K	0.04%	351
2020 Q1	$269K	Buy	6,016 +326	+6%	+$18.1K	0.06%	291
2019 Q4	$354K	Hold	5,690	–	–	0.06%	288
2019 Q3	$325K	Buy	+5,690	New	+$322K	0.06%	287

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

IFG Advisory's SCZ Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 340 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCZ as recently as Q3 2022.

IFG Advisory first reported a position in SCZ in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.03M in Q3 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

IFG Advisory held 340 shares of iShares MSCI EAFE Small-Cap ETF worth $28K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new IFG Advisory position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1531 holding.
IFG Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 8 quarters since.
IFG Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $2.03M in Q3 2022.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.