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Kerr Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kerr Financial Planning’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 		$18.1K Hold
220
– – 0.02% 300
2026
Q1 		$18.2K Sell
220
-220
-50% -$17.9K 0.01% 290
2025
Q4 		$34.7K Buy
440
+220
+100% +$16.9K 0.05% 216
2025
Q3 		$16.7K Buy
+220
New +$16.5K 0.02% 284

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kerr Financial Planning's SCZ Position: Q2 2026 in Review

Kerr Financial Planning held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 220 shares worth $18.1K. The position accounts for 0.02% of the portfolio, ranked #300.

Kerr Financial Planning first reported a position in SCZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q4 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Kerr Financial Planning held 220 shares of iShares MSCI EAFE Small-Cap ETF worth $18.1K as of Q2 2026.
  • Kerr Financial Planning left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #300 holding.
  • Kerr Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $34.7K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.