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

JDM 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 		$72K Hold
875
– – 0.02% 96
2026
Q1 		$68.6K Hold
875
– – 0.03% 94
2025
Q4 		$67.8K Hold
875
– – 0.03% 92
2025
Q3 		$67.1K Sell
875
-55
-6% -$4.12K 0.03% 86
2025
Q2 		$67.6K Buy
930
+1
+0.1% +$68 0.03% 79
2025
Q1 		$59K Hold
929
– – 0.03% 79
2024
Q4 		$56.5K Buy
929
+1
+0.1% +$64 0.03% 81
2024
Q3 		$62.8K Sell
928
-861
-48% -$55.4K 0.03% 75
2024
Q2 		$110K Sell
1,789
-305
-15% -$19.1K 0.07% 55
2024
Q1 		$133K Hold
2,094
– – 0.1% 45
2023
Q4 		$130K Buy
2,094
+13
+0.6% +$743 0.11% 44
2023
Q3 		$117K Hold
2,081
– – 0.11% 44
2023
Q2 		$123K Buy
2,081
+20
+1% +$1.2K 0.11% 46
2023
Q1 		$123K Sell
2,061
-815
-28% -$48.4K 0.11% 46
2022
Q4 		$162K Buy
+2,876
New +$154K 0.16% 38

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

JDM Financial Group's SCZ Position: Q2 2026 in Review

JDM Financial Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 875 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #96.

JDM Financial Group first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $162K in Q4 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • JDM Financial Group held 875 shares of iShares MSCI EAFE Small-Cap ETF worth $72K as of Q2 2026.
  • JDM Financial Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #96 holding.
  • JDM Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $162K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.