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Index Fund Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Index Fund Advisors’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 		$500K Sell
6,372
-351
-5% -$28.5K 0.02% 83
2025
Q4 		$521K Sell
6,723
-111
-2% -$8.51K 0.02% 90
2025
Q3 		$524K Sell
6,834
-539
-7% -$40.3K 0.03% 85
2025
Q2 		$536K Sell
7,373
-1,019
-12% -$69K 0.03% 86
2025
Q1 		$533K Buy
8,392
+158
+2% +$9.98K 0.03% 53
2024
Q4 		$500K Buy
8,234
+4
+0% +$254 0.03% 62
2024
Q3 		$557K Sell
8,230
-1,427
-15% -$91.8K 0.03% 60
2024
Q2 		$595K Sell
9,657
-175
-2% -$11K 0.03% 55
2024
Q1 		$623K Buy
9,832
+92
+0.9% +$5.63K 0.03% 49
2023
Q4 		$603K Buy
9,740
+22
+0.2% +$1.26K 0.04% 48
2023
Q3 		$549K Sell
9,718
-1,233
-11% -$72.8K 0.04% 48
2023
Q2 		$646K Buy
10,951
+27
+0.2% +$1.61K 0.04% 45
2023
Q1 		$650K Hold
10,924
– – 0.04% 45
2022
Q4 		$617K Hold
10,924
– – 0.04% 40
2022
Q3 		$533K Hold
10,924
– – 0.04% 45
2022
Q2 		$596K Buy
10,924
+32
+0.3% +$1.94K 0.05% 43
2022
Q1 		$723K Buy
10,892
+2
+0% +$136 0.05% 40
2021
Q4 		$796K Buy
+10,890
New +$809K 0.06% 40

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Index Fund Advisors's SCZ Position: Q1 2026 in Review

Index Fund Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q1 2026, selling an estimated $28.5K and leaving 6,372 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #83.

Index Fund Advisors first reported a position in SCZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $796K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Index Fund Advisors held 6,372 shares of iShares MSCI EAFE Small-Cap ETF worth $500K as of Q1 2026.
  • Index Fund Advisors sold 351 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $28.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #83 holding.
  • Index Fund Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $796K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.