Key Financial Inc
SCZ icon

Key Financial Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Key Financial Inc’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
Q3 		$296K Hold
3,504
– – 0.05% 244
2026
Q2 		$288K Hold
3,504
– – 0.05% 252
2026
Q1 		$275K Hold
3,504
– – 0.05% 249
2025
Q4 		$272K Hold
3,504
– – 0.05% 247
2025
Q3 		$269K Hold
3,504
– – 0.05% 245
2025
Q2 		$255K Sell
3,504
-210
-6% -$14.2K 0.05% 244
2025
Q1 		$236K Sell
3,714
-4
-0.1% -$253 0.05% 240
2024
Q4 		$226K Buy
3,718
+593
+19% +$37.7K 0.05% 237
2024
Q3 		$212K Hold
3,125
– – 0.05% 245
2024
Q2 		$193K Hold
3,125
– – 0.05% 251
2024
Q1 		$198K Hold
3,125
– – 0.05% 231
2023
Q4 		$193K Hold
3,125
– – 0.05% 226
2023
Q3 		$176K Sell
3,125
-706
-18% -$41.7K 0.06% 219
2023
Q2 		$226K Hold
3,831
– – 0.07% 192
2023
Q1 		$228K Buy
3,831
+740
+24% +$43.9K 0.08% 180
2022
Q4 		$151K Hold
3,091
– – 0.07% 194
2022
Q3 		$151K Buy
3,091
+385
+14% +$21.1K 0.07% 197
2022
Q2 		$148K Buy
2,706
+128
+5% +$7.74K 0.08% 191
2022
Q1 		$171K Buy
2,578
+44
+2% +$2.99K 0.09% 183
2021
Q4 		$185K Hold
2,534
– – 0.09% 158
2021
Q3 		$189K Hold
2,534
– – 0.11% 156
2021
Q2 		$191K Sell
2,534
-21
-0.8% -$1.58K 0.11% 158
2021
Q1 		$184K Hold
2,555
– – 0.12% 146
2020
Q4 		$175K Buy
+2,555
New +$161K 0.13% 134
2020
Q2 		– Sell
-2,637
Closed -$118K – 525
2020
Q1 		$118K Sell
2,637
-1,326
-33% -$73.7K 0.12% 134
2019
Q4 		$247K Buy
+3,963
New +$238K 0.23% 90

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's SCZ Position: Q3 2026 in Review

Key Financial Inc held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 3,504 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #244.

Key Financial Inc first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Key Financial Inc held 3,504 shares of iShares MSCI EAFE Small-Cap ETF worth $296K as of Q3 2026.
  • Key Financial Inc left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #244 holding.
  • Key Financial Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.