LAM Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

LAM 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	$753K	Hold	9,155	–	–	0.37%	58
2026 Q1	$718K	Hold	9,155	–	–	0.39%	56
2025 Q4	$710K	Hold	9,155	–	–	0.41%	57
2025 Q3	$702K	Hold	9,155	–	–	0.44%	53
2025 Q2	$665K	Hold	9,155	–	–	0.44%	53
2025 Q1	$582K	Hold	9,155	–	–	0.43%	52
2024 Q4	$556K	Hold	9,155	–	–	0.4%	54
2024 Q3	$620K	Sell	9,155 -190	-2%	-$12.2K	0.44%	54
2024 Q2	$576K	Sell	9,345 -5	-0.1%	-$313	0.49%	49
2024 Q1	$592K	Sell	9,350 -5	-0.1%	-$306	0.48%	50
2023 Q4	$579K	Sell	9,355 -395	-4%	-$22.6K	0.53%	44
2023 Q3	$551K	Sell	9,750 -5	-0.1%	-$295	0.54%	42
2023 Q2	$575K	Sell	9,755 -5	-0.1%	-$299	0.54%	40
2023 Q1	$581K	Sell	9,760 -25	-0.3%	-$1.48K	0.57%	37
2022 Q4	$553K	Buy	+9,785	New	+$525K	0.57%	36

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

LAM Group's SCZ Position: Q2 2026 in Review

LAM Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 9,155 shares worth $753K. The position accounts for 0.37% of the portfolio, ranked #58.

LAM Group first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

LAM Group held 9,155 shares of iShares MSCI EAFE Small-Cap ETF worth $753K as of Q2 2026.
LAM Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.37% of LAM Group's portfolio in Q2 2026, its #58 holding.
LAM Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.