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

JMG 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 Q1	$590K	Sell	7,519 -22	-0.3%	-$1.79K	0.02%	87
2025 Q4	$585K	Hold	7,541	–	–	0.02%	87
2025 Q3	$579K	Buy	7,541 +40	+0.5%	+$2.99K	0.02%	86
2025 Q2	$545K	Hold	7,501	–	–	0.02%	87
2025 Q1	$477K	Hold	7,501	–	–	0.02%	88
2024 Q4	$456K	Hold	7,501	–	–	0.02%	89
2024 Q3	$508K	Hold	7,501	–	–	0.02%	86
2024 Q2	$462K	Hold	7,501	–	–	0.02%	84
2024 Q1	$475K	Hold	7,501	–	–	0.02%	85
2023 Q4	$464K	Buy	7,501 +2,340	+45%	+$134K	0.02%	88
2023 Q3	$291K	Sell	5,161 -12,063	-70%	-$712K	0.01%	95
2023 Q2	$1.02M	Hold	17,224	–	–	0.05%	63
2023 Q1	$1.02M	Buy	17,224 +12,063	+234%	+$716K	0.05%	59
2022 Q4	$291K	Buy	+5,161	New	+$277K	0.02%	90
2021 Q3	–	Sell	-2,917	Closed	-$216K	–	84
2021 Q2	$216K	Buy	+2,917	New	+$219K	0.01%	79

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMG Financial Group's SCZ Position: Q1 2026 in Review

JMG Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.29% in Q1 2026, selling an estimated $1.79K and leaving 7,519 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #87.

JMG Financial Group first reported a position in SCZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2023. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

JMG Financial Group held 7,519 shares of iShares MSCI EAFE Small-Cap ETF worth $590K as of Q1 2026.
JMG Financial Group sold 22 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.79K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of JMG Financial Group's portfolio in Q1 2026, its #87 holding.
JMG Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and has held it in 15 quarters since.
JMG Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.02M in Q1 2023.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.