Krilogy Financial
SCZ icon

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

Krilogy Financial’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 		– Sell
-2,564
Closed -$211K – 1169
2026
Q2 		$211K Sell
2,564
-255
-9% -$21.4K 0.01% 949
2026
Q1 		$237K Buy
+2,819
New +$229K 0.01% 832
2023
Q2 		– Sell
-3,579
Closed -$213K – 357
2023
Q1 		$213K Sell
3,579
-947
-21% -$56.2K 0.02% 379
2022
Q4 		$256K Sell
4,526
-314
-6% -$16.9K 0.02% 341
2022
Q3 		$236K Sell
4,840
-887
-15% -$48.6K 0.03% 279
2022
Q2 		$313K Hold
5,727
– – 0.04% 251
2022
Q1 		$380K Hold
5,727
– – 0.04% 231
2021
Q4 		$419K Buy
5,727
+993
+21% +$73.7K 0.04% 205
2021
Q3 		$352K Buy
4,734
+1,261
+36% +$96K 0.04% 212
2021
Q2 		$258K Buy
+3,473
New +$261K 0.03% 237
2018
Q4 		– Sell
-50
Closed -$3K – 564
2018
Q3 		$3K Buy
+50
New +$3.12K ﹤0.01% 692

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

Krilogy Financial's SCZ Position: Q3 2026 in Review

Krilogy Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 2,564 shares — an estimated $211K sold.

Krilogy Financial first reported a position in SCZ in Q3 2018 and held it in 11 quarters. The position peaked at $419K in Q4 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Krilogy Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 2,564 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $211K.
  • Krilogy Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 11 quarters.
  • Krilogy Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $419K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.