IRC
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Investors Research Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Investors Research Corp’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 		$4.62M Sell
56,196
-2,960
-5% -$248K 0.83% 30
2026
Q1 		$4.64M Sell
59,156
-6,441
-10% -$524K 0.89% 27
2025
Q4 		$5.09M Sell
65,597
-7,284
-10% -$558K 0.93% 24
2025
Q3 		$5.59M Sell
72,881
-12,695
-15% -$950K 1.03% 22
2025
Q2 		$6.22M Sell
85,576
-14,655
-15% -$992K 1.22% 20
2025
Q1 		$6.37M Sell
100,231
-4,886
-5% -$309K 1.38% 16
2024
Q4 		$6.39M Sell
105,117
-4,569
-4% -$291K 1.4% 12
2024
Q3 		$7.43M Sell
109,686
-568
-0.5% -$36.5K 1.62% 12
2024
Q2 		$6.8M Sell
110,254
-986
-0.9% -$61.8K 1.59% 12
2024
Q1 		$7.04M Sell
111,240
-4,363
-4% -$267K 1.65% 12
2023
Q4 		$7.16M Sell
115,603
-1,387
-1% -$79.2K 1.73% 12
2023
Q3 		$6.61M Buy
116,990
+2,671
+2% +$158K 1.73% 12
2023
Q2 		$6.74M Buy
114,319
+5,038
+5% +$301K 1.7% 12
2023
Q1 		$6.5M Buy
109,281
+5,387
+5% +$320K 1.69% 12
2022
Q4 		$5.87M Buy
103,894
+8,168
+9% +$438K 1.59% 11
2022
Q3 		$4.67M Buy
95,726
+12,405
+15% +$680K 1.43% 13
2022
Q2 		$4.55M Buy
83,321
+16,192
+24% +$980K 1.37% 13
2022
Q1 		$4.45M Buy
67,129
+17,864
+36% +$1.21M 1.26% 13
2021
Q4 		$3.6M Buy
49,265
+13,876
+39% +$1.03M 1.09% 14
2021
Q3 		$2.63M Buy
35,389
+8,452
+31% +$643K 0.89% 19
2021
Q2 		$2M Buy
26,937
+8,890
+49% +$667K 0.69% 27
2021
Q1 		$1.3M Buy
18,047
+8,089
+81% +$574K 0.49% 51
2020
Q4 		$681K Buy
9,958
+5,445
+121% +$344K 0.27% 129
2020
Q3 		$266K Buy
+4,513
New +$259K 0.13% 235

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp's SCZ Position: Q2 2026 in Review

Investors Research Corp reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5% in Q2 2026, selling an estimated $248K and leaving 56,196 shares worth $4.62M. The position accounts for 0.83% of the portfolio, ranked #30.

Investors Research Corp first reported a position in SCZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.43M in Q3 2024. 228 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Investors Research Corp held 56,196 shares of iShares MSCI EAFE Small-Cap ETF worth $4.62M as of Q2 2026.
  • Investors Research Corp sold 2,960 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $248K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.83% of Investors Research Corp's portfolio in Q2 2026, its #30 holding.
  • Investors Research Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Investors Research Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $7.43M in Q3 2024.
  • 228 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.