Independent Advisor Alliance’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Independent Advisor Alliance’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	$906K	Sell	11,016 -30,964	-74%	-$2.59M	0.02%	489
2026 Q1	$3.29M	Buy	41,980 +32,356	+336%	+$2.63M	0.04%	419
2025 Q4	$746K	Buy	9,624 +220	+2%	+$16.9K	0.02%	545
2025 Q3	$722K	Sell	9,404 -1,523	-14%	-$114K	0.02%	526
2025 Q2	$794K	Buy	10,927 +3,723	+52%	+$252K	0.02%	459
2025 Q1	$458K	Sell	7,204 -5,735	-44%	-$362K	0.02%	548
2024 Q4	$786K	Buy	+12,939	New	+$823K	0.01%	797
2020 Q1	–	Sell	-3,517	Closed	-$219K	–	784
2019 Q4	$219K	Buy	+3,517	New	+$211K	0.01%	794

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

Independent Advisor Alliance's SCZ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 74% in Q2 2026, selling an estimated $2.59M and leaving 11,016 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #489.

Independent Advisor Alliance first reported a position in SCZ in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.29M in Q1 2026. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Independent Advisor Alliance held 11,016 shares of iShares MSCI EAFE Small-Cap ETF worth $906K as of Q2 2026.
Independent Advisor Alliance sold 30,964 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.59M.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #489 holding.
Independent Advisor Alliance first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares MSCI EAFE Small-Cap ETF position peaked at $3.29M in Q1 2026.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.