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Kestra Private Wealth Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kestra Private Wealth Services’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 		$1.97M Sell
23,929
-628
-3% -$52.6K 0.02% 604
2026
Q1 		$1.93M Buy
24,557
+3,478
+16% +$283K 0.02% 569
2025
Q4 		$1.63M Sell
21,079
-698
-3% -$53.5K 0.02% 613
2025
Q3 		$1.67M Sell
21,777
-2,196
-9% -$164K 0.02% 586
2025
Q2 		$1.74M Sell
23,973
-11,915
-33% -$806K 0.03% 540
2025
Q1 		$2.28M Sell
35,888
-16,852
-32% -$1.06M 0.04% 430
2024
Q4 		$3.2M Sell
52,740
-115
-0.2% -$7.32K 0.05% 321
2024
Q3 		$3.58M Sell
52,855
-2,098
-4% -$135K 0.07% 290
2024
Q2 		$3.39M Sell
54,953
-3,659
-6% -$229K 0.07% 274
2024
Q1 		$3.71M Buy
58,612
+1,098
+2% +$67.2K 0.08% 254
2023
Q4 		$3.56M Buy
57,514
+2,085
+4% +$119K 0.09% 240
2023
Q3 		$3.13M Buy
55,429
+5,793
+12% +$342K 0.1% 230
2023
Q2 		$2.93M Buy
49,636
+7,039
+17% +$421K 0.1% 221
2023
Q1 		$2.53M Buy
42,597
+13,374
+46% +$794K 0.1% 216
2022
Q4 		$1.65M Sell
29,223
-4,576
-14% -$246K 0.08% 269
2022
Q3 		$1.65M Buy
33,799
+1,065
+3% +$58.4K 0.1% 237
2022
Q2 		$1.79M Buy
32,734
+598
+2% +$36.2K 0.1% 241
2022
Q1 		$2.13M Buy
32,136
+2,289
+8% +$155K 0.11% 204
2021
Q4 		$2.18M Buy
29,847
+17,305
+138% +$1.28M 0.1% 209
2021
Q3 		$933K Buy
+12,542
New +$955K 0.05% 368

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

Kestra Private Wealth Services's SCZ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.6% in Q2 2026, selling an estimated $52.6K and leaving 23,929 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #604.

Kestra Private Wealth Services first reported a position in SCZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.71M in Q1 2024. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Kestra Private Wealth Services held 23,929 shares of iShares MSCI EAFE Small-Cap ETF worth $1.97M as of Q2 2026.
  • Kestra Private Wealth Services sold 628 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $52.6K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #604 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's iShares MSCI EAFE Small-Cap ETF position peaked at $3.71M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.