Kavar Capital Partners Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kavar Capital Partners 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	$379K	Sell	4,609 -28	-0.6%	-$2.35K	0.05%	148
2026 Q1	$364K	Sell	4,637 -100	-2%	-$8.13K	0.05%	154
2025 Q4	$367K	Buy	4,737 +1	+0%	+$77	0.05%	135
2025 Q3	$363K	Buy	4,736 +14	+0.3%	+$1.05K	0.05%	142
2025 Q2	$343K	Sell	4,722 -58	-1%	-$3.92K	0.05%	141
2025 Q1	$304K	Hold	4,780	–	–	0.05%	138
2024 Q4	$290K	Buy	4,780 +1	+0%	+$64	0.05%	141
2024 Q3	$324K	Hold	4,779	–	–	0.05%	139
2024 Q2	$295K	Hold	4,779	–	–	0.05%	133
2024 Q1	$303K	Sell	4,779 -5,179	-52%	-$317K	0.06%	131
2023 Q4	$616K	Buy	9,958 +3,778	+61%	+$216K	0.07%	122
2023 Q3	$349K	Buy	6,180 +534	+9%	+$31.5K	0.08%	120
2023 Q2	$333K	Buy	5,646 +26	+0.5%	+$1.55K	0.07%	117
2023 Q1	$334K	Hold	5,620	–	–	0.07%	125
2022 Q4	$317K	Sell	5,620 -89	-2%	-$4.78K	0.07%	117
2022 Q3	$278K	Sell	5,709 -172	-3%	-$9.43K	0.07%	123
2022 Q2	$321K	Hold	5,881	–	–	0.07%	137
2022 Q1	$390K	Hold	5,881	–	–	0.08%	122
2021 Q4	$430K	Buy	5,881 +1	+0%	+$74	0.09%	122
2021 Q3	$438K	Hold	5,880	–	–	0.1%	127
2021 Q2	$436K	Hold	5,880	–	–	0.11%	116
2021 Q1	$422K	Sell	5,880 -167	-3%	-$11.9K	0.11%	108
2020 Q4	$413K	Hold	6,047	–	–	0.12%	114
2020 Q3	$357K	Sell	6,047 -424	-7%	-$24.3K	0.12%	114
2020 Q2	$347K	Sell	6,471 -1,968	-23%	-$99.2K	0.13%	97
2020 Q1	$378K	Sell	8,439 -901	-10%	-$50.1K	0.18%	85
2019 Q4	$582K	Buy	9,340 +1	+0%	+$60	0.22%	82
2019 Q3	$534K	Hold	9,339	–	–	0.21%	85
2019 Q2	$536K	Sell	9,339 -392	-4%	-$22.6K	0.21%	83
2019 Q1	$559K	Sell	9,731 -123	-1%	-$6.89K	0.25%	80
2018 Q4	$511K	Sell	9,854 -146	-1%	-$8.18K	0.28%	74
2018 Q3	$623K	Sell	10,000 -343	-3%	-$21.4K	0.31%	71
2018 Q2	$649K	Buy	10,343 +1	+0%	+$65	0.33%	68
2018 Q1	$674K	Hold	10,342	–	–	0.35%	69
2017 Q4	$667K	Hold	10,342	–	–	0.35%	70
2017 Q3	$641K	Sell	10,342 -81	-0.8%	-$4.84K	0.35%	70
2017 Q2	$603K	Hold	10,423	–	–	0.33%	73
2017 Q1	$564K	Sell	10,423 -211	-2%	-$11.1K	0.31%	77
2016 Q4	$530K	Sell	10,634 -127	-1%	-$6.41K	0.34%	77
2016 Q3	$564K	Hold	10,761	–	–	0.36%	77
2016 Q2	$519K	Sell	10,761 -257	-2%	-$12.9K	0.33%	78
2016 Q1	$549K	Sell	11,018 -138	-1%	-$6.49K	0.36%	78
2015 Q4	$557K	Buy	11,156 +800	+8%	+$40K	0.36%	77
2015 Q3	$494K	Sell	10,356 -237	-2%	-$11.8K	0.35%	78
2015 Q2	$540K	Sell	10,593 -336	-3%	-$17.5K	0.37%	87
2015 Q1	$541K	Sell	10,929 -349	-3%	-$16.9K	0.46%	76
2014 Q4	$527K	Hold	11,278	–	–	0.41%	97
2014 Q3	$547K	Sell	11,278 -1,219	-10%	-$62.3K	0.47%	90
2014 Q2	$661K	Sell	12,497 -2,171	-15%	-$113K	0.56%	78
2014 Q1	$765K	Sell	14,668 -364	-2%	-$18.7K	0.63%	65
2013 Q4	$766K	Buy	+15,032	New	+$745K	0.69%	62

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

Kavar Capital Partners Group's SCZ Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.6% in Q2 2026, selling an estimated $2.35K and leaving 4,609 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #148.

Kavar Capital Partners Group first reported a position in SCZ in Q4 2013 and has held it in 51 quarters since. The position peaked at $766K in Q4 2013. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Kavar Capital Partners Group held 4,609 shares of iShares MSCI EAFE Small-Cap ETF worth $379K as of Q2 2026.
Kavar Capital Partners Group sold 28 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.35K.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of Kavar Capital Partners Group's portfolio in Q2 2026, its #148 holding.
Kavar Capital Partners Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Kavar Capital Partners Group's iShares MSCI EAFE Small-Cap ETF position peaked at $766K in Q4 2013.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.