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 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 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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Krilogy Financial's SCZ Position: Q2 2026 in Review

Krilogy Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9% in Q2 2026, selling an estimated $21.4K and leaving 2,564 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #949.

Krilogy Financial first reported a position in SCZ in Q3 2018 and has held it in 11 quarters since. The position peaked at $419K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Krilogy Financial held 2,564 shares of iShares MSCI EAFE Small-Cap ETF worth $211K as of Q2 2026.
Krilogy Financial sold 255 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $21.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #949 holding.
Krilogy Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and has held it in 11 quarters since.
Krilogy Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $419K in Q4 2021.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.