Independent Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Independent Financial Group’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	$491K	Buy	5,972 +1,592	+36%	+$133K	0.01%	1003
2026 Q1	$343K	Buy	4,380 +376	+9%	+$30.6K	0.01%	1103
2025 Q4	$310K	Sell	4,004 -368	-8%	-$28.2K	0.01%	1132
2025 Q3	$335K	Buy	4,372 +42	+1%	+$3.14K	0.01%	1037
2025 Q2	$315K	Buy	4,330 +539	+14%	+$36.5K	0.01%	1010
2025 Q1	$241K	Sell	3,791 -22	-0.6%	-$1.39K	0.01%	1028
2024 Q4	$232K	Buy	3,813 +9	+0.2%	+$572	0.01%	1022
2024 Q3	$258K	Sell	3,804 -110	-3%	-$7.08K	0.01%	934
2024 Q2	$241K	Sell	3,914 -67	-2%	-$4.2K	0.01%	944
2024 Q1	$252K	Buy	3,981 +56	+1%	+$3.42K	0.01%	863
2023 Q4	$243K	Buy	+3,925	New	+$224K	0.01%	815
2023 Q2	–	Sell	-3,534	Closed	-$210K	–	923
2023 Q1	$210K	Buy	+3,534	New	+$210K	0.02%	751

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 Financial Group's SCZ Position: Q2 2026 in Review

Independent Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 36% in Q2 2026, buying an estimated $133K and bringing the position to 5,972 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1003.

Independent Financial Group first reported a position in SCZ in Q1 2023 and has held it in 12 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Independent Financial Group held 5,972 shares of iShares MSCI EAFE Small-Cap ETF worth $491K as of Q2 2026.
Independent Financial Group bought 1,592 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $133K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1003 holding.
Independent Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.