JWCA
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J.W. Cole Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

J.W. Cole 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
Q2 		$1.08M Buy
+13,126
New +$1.1M 0.02% 731
2026
Q1 		– Sell
-13,307
Closed -$1.02M – 1364
2025
Q4 		$1.02M Buy
13,307
+122
+0.9% +$9.35K 0.02% 628
2025
Q3 		$1.01M Buy
13,185
+698
+6% +$52.2K 0.02% 714
2025
Q2 		$908K Buy
12,487
+476
+4% +$32.2K 0.02% 699
2025
Q1 		$763K Buy
12,011
+3,183
+36% +$201K 0.02% 627
2024
Q4 		$536K Sell
8,828
-1,129
-11% -$71.8K 0.02% 584
2024
Q3 		$674K Sell
9,957
-71
-0.7% -$4.57K 0.03% 495
2024
Q2 		$618K Sell
10,028
-365
-4% -$22.9K 0.03% 470
2024
Q1 		$658K Buy
10,393
+64
+0.6% +$3.92K 0.03% 447
2023
Q4 		$639K Buy
10,329
+1,444
+16% +$82.5K 0.04% 411
2023
Q3 		$502K Sell
8,885
-29
-0.3% -$1.71K 0.04% 418
2023
Q2 		$526K Sell
8,914
-1,442
-14% -$86.2K 0.04% 414
2023
Q1 		$616K Sell
10,356
-2,150
-17% -$128K 0.04% 394
2022
Q4 		$706K Sell
12,506
-2,563
-17% -$138K 0.05% 334
2022
Q3 		$735K Sell
15,069
-2,942
-16% -$161K 0.06% 314
2022
Q2 		$983K Sell
18,011
-5,034
-22% -$305K 0.08% 264
2022
Q1 		$1.53M Sell
23,045
-2,929
-11% -$199K 0.1% 216
2021
Q4 		$1.9M Buy
+25,974
New +$1.93M 0.12% 187
2021
Q3 		– Sell
-15,434
Closed -$1.15M – 707
2021
Q2 		$1.15M Buy
15,434
+7,555
+96% +$567K 0.09% 255
2021
Q1 		$566K Buy
7,879
+1,862
+31% +$132K 0.05% 358
2020
Q4 		$411K Buy
6,017
+1,944
+48% +$123K 0.04% 388
2020
Q3 		$240K Buy
+4,073
New +$233K 0.02% 615
2020
Q1 		– Sell
-4,203
Closed -$262K – 427
2019
Q4 		$262K Buy
+4,203
New +$253K 0.03% 448

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

J.W. Cole Advisors's SCZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 13,126 shares worth $1.08M. The stake represents 0.02% of the portfolio and ranks #731 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCZ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.9M in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • J.W. Cole Advisors held 13,126 shares of iShares MSCI EAFE Small-Cap ETF worth $1.08M as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #731 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.9M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.