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

Kelly 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	$1.15M	Sell	13,955 -146	-1%	-$12.2K	0.26%	36
2026 Q1	$1.11M	Sell	14,101 -241	-2%	-$19.6K	0.28%	33
2025 Q4	$1.11M	Sell	14,342 -673	-4%	-$51.6K	0.28%	32
2025 Q3	$1.15M	Sell	15,015 -2,122	-12%	-$159K	0.31%	32
2025 Q2	$1.25M	Sell	17,137 -14,191	-45%	-$960K	0.36%	31
2025 Q1	$1.99M	Sell	31,328 -5,382	-15%	-$340K	0.62%	29
2024 Q4	$2.23M	Buy	+36,710	New	+$2.33M	0.79%	23

Other funds holding SCZ

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Kelly Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, selling an estimated $12.2K and leaving 13,955 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #36.

Kelly Financial Group first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2024. 240 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Kelly Financial Group held 13,955 shares of iShares MSCI EAFE Small-Cap ETF worth $1.15M as of Q2 2026.
Kelly Financial Group sold 146 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $12.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.26% of Kelly Financial Group's portfolio in Q2 2026, its #36 holding.
Kelly Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $2.23M in Q4 2024.
240 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.