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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Krilogy Financial's SCZ Position: Q1 2026 in Review

Krilogy Financial opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026: 2,819 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SCZ as recently as Q1 2023.

Krilogy Financial first reported a position in SCZ in Q3 2018 and has held it in 10 quarters since. The position peaked at $419K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Krilogy Financial held 2,819 shares of iShares MSCI EAFE Small-Cap ETF worth $237K as of Q1 2026.
iShares MSCI EAFE Small-Cap ETF was a new Krilogy Financial position in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #832 holding.
Krilogy Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and has held it in 10 quarters since.
Krilogy Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $419K in Q4 2021.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.