JFS Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

JFS Wealth 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	$5.35K	Buy	65 +14	+27%	+$1.17K	﹤0.01%	1248
2026 Q1	$3.98K	Hold	51	–	–	﹤0.01%	1275
2025 Q4	$3.93K	Buy	51 +1	+2%	+$77	﹤0.01%	1331
2025 Q3	$3.82K	Hold	50	–	–	﹤0.01%	1222
2025 Q2	$3.62K	Buy	50 +1	+2%	+$68	﹤0.01%	1199
2025 Q1	$3.11K	Hold	49	–	–	﹤0.01%	1308
2024 Q4	$2.98K	Buy	49 +1	+2%	+$64	﹤0.01%	1320
2024 Q3	$3.25K	Hold	48	–	–	﹤0.01%	1283
2024 Q2	$2.96K	Sell	48 -60	-56%	-$3.76K	﹤0.01%	1283
2024 Q1	$6.86K	Buy	108 +61	+130%	+$3.73K	﹤0.01%	964
2023 Q4	$2.93K	Hold	47	–	–	﹤0.01%	1270
2023 Q3	$2.64K	Hold	47	–	–	﹤0.01%	1253
2023 Q2	$2.75K	Buy	47 +1	+2%	+$60	﹤0.01%	1262
2023 Q1	$2.73K	Hold	46	–	–	﹤0.01%	1238
2022 Q4	$2.59K	Hold	46	–	–	﹤0.01%	1264
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	1387
2022 Q2	$3K	Buy	46 +1	+2%	+$61	﹤0.01%	1232
2022 Q1	$3K	Buy	+45	New	+$3.06K	﹤0.01%	1312

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

JFS Wealth Advisors's SCZ Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 27% in Q2 2026, buying an estimated $1.17K and bringing the position to 65 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

JFS Wealth Advisors first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.86K in Q1 2024. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

JFS Wealth Advisors held 65 shares of iShares MSCI EAFE Small-Cap ETF worth $5.35K as of Q2 2026.
JFS Wealth Advisors bought 14 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.17K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1248 holding.
JFS Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $6.86K in Q1 2024.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.