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

IMA Advisory Services’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 Q1	$17.7M	Buy	225,289 +100,372	+80%	+$8.16M	1.72%	15
2025 Q4	$9.67M	Sell	124,917 -7,790	-6%	-$597K	0.93%	23
2025 Q3	$10.2M	Sell	132,707 -3,693	-3%	-$276K	1.02%	22
2025 Q2	$9.9M	Buy	136,400 +688	+0.5%	+$46.6K	1.06%	21
2025 Q1	$8.61M	Sell	135,712 -17,055	-11%	-$1.08M	1.02%	18
2024 Q4	$9.27M	Buy	+152,767	New	+$9.72M	1.12%	18
2023 Q4	–	Sell	-26	Closed	-$1.47K	–	234
2023 Q3	$1.47K	Hold	26	–	–	﹤0.01%	275
2023 Q2	$1.53K	Hold	26	–	–	﹤0.01%	279
2023 Q1	$1.55K	Hold	26	–	–	﹤0.01%	284
2022 Q4	$1.47K	Hold	26	–	–	﹤0.01%	309
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	315
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	315
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	291
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	298
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	277
2021 Q2	$2K	Sell	26 -2	-7%	-$150	﹤0.01%	276
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	283
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	273
2020 Q3	$2K	Sell	28 -7	-20%	-$401	﹤0.01%	274
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	240
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	245
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	273
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	276
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	270
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	270
2018 Q4	$2K	Sell	35 -34	-49%	-$1.9K	﹤0.01%	298
2018 Q3	$4K	Hold	69	–	–	﹤0.01%	271
2018 Q2	$4K	Buy	+69	New	+$4.52K	﹤0.01%	358

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMA Advisory Services's SCZ Position: Q1 2026 in Review

IMA Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 80% in Q1 2026, buying an estimated $8.16M and bringing the position to 225,289 shares worth $17.7M. The position accounts for 1.72% of the portfolio, ranked #15.

IMA Advisory Services first reported a position in SCZ in Q2 2018 and has held it in 28 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

IMA Advisory Services held 225,289 shares of iShares MSCI EAFE Small-Cap ETF worth $17.7M as of Q1 2026.
IMA Advisory Services bought 100,372 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $8.16M.
iShares MSCI EAFE Small-Cap ETF made up 1.72% of IMA Advisory Services's portfolio in Q1 2026, its #15 holding.
IMA Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.