Johnson Financial Group LLC (Colorado)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$667K	Sell	8,113 -59	-0.7%	-$4.94K	0.04%	128
2026 Q1	$641K	Buy	8,172 +158	+2%	+$12.8K	0.04%	76
2025 Q4	$621K	Hold	8,014	–	–	0.04%	65
2025 Q3	$615K	Sell	8,014 -521	-6%	-$39K	0.06%	43
2025 Q2	$620K	Hold	8,535	–	–	0.06%	37
2025 Q1	$542K	Buy	+8,535	New	+$539K	0.06%	47
2020 Q1	–	Sell	-10,839	Closed	-$675K	–	26
2019 Q4	$675K	Buy	+10,839	New	+$651K	0.45%	13
2019 Q2	–	Sell	-6,731	Closed	-$387K	–	26
2019 Q1	$387K	Sell	6,731 -173,420	-96%	-$9.71M	0.3%	14
2018 Q4	$9.34M	Buy	+180,151	New	+$10.1M	5.03%	7
2018 Q1	$339K	Buy	+5,206	New	+$344K	0.28%	30
2017 Q1	–	Sell	-122,727	Closed	-$6.12M	–	93
2016 Q4	$6.12M	Buy	+122,727	New	+$6.19M	4.9%	5

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

Johnson Financial Group LLC (Colorado)'s SCZ Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.72% in Q2 2026, selling an estimated $4.94K and leaving 8,113 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #128.

Johnson Financial Group LLC (Colorado) first reported a position in SCZ in Q4 2016 and has held it in 11 quarters since. The position peaked at $9.34M in Q4 2018. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 8,113 shares of iShares MSCI EAFE Small-Cap ETF worth $667K as of Q2 2026.
Johnson Financial Group LLC (Colorado) sold 59 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.94K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #128 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 11 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares MSCI EAFE Small-Cap ETF position peaked at $9.34M in Q4 2018.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.