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KFA Private Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

KFA Private Wealth 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 		$415K Buy
5,044
+977
+24% +$81.8K 0.1% 95
2026
Q1 		$319K Sell
4,067
-276
-6% -$22.4K 0.08% 125
2025
Q4 		$337K Sell
4,343
-41
-0.9% -$3.14K 0.08% 110
2025
Q3 		$336K Sell
4,384
-282
-6% -$21.1K 0.1% 96
2025
Q2 		$339K Buy
4,666
+137
+3% +$9.27K 0.11% 96
2025
Q1 		$288K Buy
4,529
+144
+3% +$9.1K 0.1% 89
2024
Q4 		$266K Buy
4,385
+263
+6% +$16.7K 0.11% 74
2024
Q3 		$279K Sell
4,122
-75
-2% -$4.83K 0.13% 67
2024
Q2 		$259K Sell
4,197
-3,913
-48% -$245K 0.13% 67
2024
Q1 		$514K Sell
8,110
-65
-0.8% -$3.98K 0.16% 58
2023
Q4 		$506K Sell
8,175
-169
-2% -$9.65K 0.18% 47
2023
Q3 		$471K Hold
8,344
– – 0.2% 44
2023
Q2 		$492K Buy
8,344
+81
+1% +$4.84K 0.2% 43
2023
Q1 		$492K Buy
8,263
+2,331
+39% +$138K 0.22% 40
2022
Q4 		$335K Sell
5,932
-2,735
-32% -$147K 0.17% 46
2022
Q3 		$423K Sell
8,667
-34
-0.4% -$1.86K 0.23% 39
2022
Q2 		$475K Buy
8,701
+80
+0.9% +$4.84K 0.26% 37
2022
Q1 		$572K Buy
8,621
+128
+2% +$8.69K 0.29% 39
2021
Q4 		$621K Buy
8,493
+867
+11% +$64.4K 0.31% 36
2021
Q3 		$567K Buy
7,626
+742
+11% +$56.5K 0.31% 36
2021
Q2 		$510K Sell
6,884
-2,583
-27% -$194K 0.28% 40
2021
Q1 		$680K Buy
9,467
+289
+3% +$20.5K 0.4% 30
2020
Q4 		$627K Sell
9,178
-105
-1% -$6.63K 0.4% 32
2020
Q3 		$548K Buy
9,283
+2,671
+40% +$153K 0.41% 31
2020
Q2 		$355K Sell
6,612
-2,880
-30% -$145K 0.34% 36
2020
Q1 		$426K Buy
9,492
+937
+11% +$52.1K 0.5% 27
2019
Q4 		$533K Buy
+8,555
New +$514K 0.49% 26

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

KFA Private Wealth Group's SCZ Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 24% in Q2 2026, buying an estimated $81.8K and bringing the position to 5,044 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #95.

KFA Private Wealth Group first reported a position in SCZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $680K in Q1 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • KFA Private Wealth Group held 5,044 shares of iShares MSCI EAFE Small-Cap ETF worth $415K as of Q2 2026.
  • KFA Private Wealth Group bought 977 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $81.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.1% of KFA Private Wealth Group's portfolio in Q2 2026, its #95 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares MSCI EAFE Small-Cap ETF position peaked at $680K in Q1 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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