Kohmann Bosshard Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kohmann Bosshard Financial 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 Q1	–	Sell	-334	Closed	-$25.9K	–	524
2025 Q4	$25.9K	Buy	+334	New	+$25.6K	﹤0.01%	672
2025 Q1	–	Sell	-333	Closed	-$20.3K	–	680
2024 Q4	$20.3K	Buy	+333	New	+$21.2K	﹤0.01%	437
2022 Q4	–	Sell	-5,812	Closed	-$284K	–	165
2022 Q3	$284K	Hold	5,812	–	–	0.06%	103
2022 Q2	$317K	Hold	5,812	–	–	0.07%	98
2022 Q1	$386K	Buy	+5,812	New	+$395K	0.08%	90

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kohmann Bosshard Financial Services's SCZ Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 334 shares — an estimated $25.9K sold.

Kohmann Bosshard Financial Services first reported a position in SCZ in Q1 2022 and held it in 5 quarters. The position peaked at $386K in Q1 2022. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 334 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $25.9K.
Kohmann Bosshard Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 5 quarters.
Kohmann Bosshard Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $386K in Q1 2022.
764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.