Larson Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.67M | Sell |
59,510
-1,978
| -3% | -$161K | 0.15% | 121 |
|
|
2025
Q4 | $4.77M | Sell |
61,488
-584
| -0.9% | -$44.8K | 0.16% | 119 |
|
|
2025
Q3 | $4.76M | Sell |
62,072
-4,409
| -7% | -$330K | 0.17% | 119 |
|
|
2025
Q2 | $4.83M | Sell |
66,481
-35,724
| -35% | -$2.42M | 0.19% | 106 |
|
|
2025
Q1 | $6.49M | Sell |
102,205
-4,477
| -4% | -$283K | 0.31% | 67 |
|
|
2024
Q4 | $6.48M | Sell |
106,682
-8,576
| -7% | -$545K | 0.34% | 65 |
|
|
2024
Q3 | $7.8M | Sell |
115,258
-6,865
| -6% | -$442K | 0.44% | 47 |
|
|
2024
Q2 | $7.53M | Sell |
122,123
-52,002
| -30% | -$3.26M | 0.51% | 43 |
|
|
2024
Q1 | $11M | Buy |
174,125
+47,090
| +37% | +$2.88M | 0.85% | 28 |
|
|
2023
Q4 | $7.86M | Buy |
127,035
+27,542
| +28% | +$1.57M | 0.69% | 35 |
|
|
2023
Q3 | $5.62M | Sell |
99,493
-1,824
| -2% | -$108K | 0.55% | 39 |
|
|
2023
Q2 | $5.98M | Sell |
101,317
-1,658
| -2% | -$99.2K | 0.6% | 39 |
|
|
2023
Q1 | $6.13M | Sell |
102,975
-8,350
| -8% | -$496K | 0.67% | 34 |
|
|
2022
Q4 | $6.29M | Sell |
111,325
-153,505
| -58% | -$8.24M | 0.75% | 31 |
|
|
2022
Q3 | $12.9M | Buy |
264,830
+15,453
| +6% | +$847K | 1.84% | 12 |
|
|
2022
Q2 | $13.6M | Buy |
249,377
+11,535
| +5% | +$698K | 2.35% | 12 |
|
|
2022
Q1 | $15.8M | Buy |
237,842
+32,657
| +16% | +$2.22M | 2.52% | 9 |
|
|
2021
Q4 | $15M | Buy |
205,185
+35,573
| +21% | +$2.64M | 2.38% | 9 |
|
|
2021
Q3 | $12.6M | Buy |
169,612
+5,975
| +4% | +$455K | 2.5% | 9 |
|
|
2021
Q2 | $12.1M | Buy |
163,637
+22,295
| +16% | +$1.67M | 2.82% | 7 |
|
|
2021
Q1 | $10.2M | Buy |
141,342
+15,820
| +13% | +$1.12M | 2.99% | 6 |
|
|
2020
Q4 | $8.58M | Buy |
125,522
+9,734
| +8% | +$614K | 2.92% | 6 |
|
|
2020
Q3 | $6.83M | Buy |
115,788
+5,684
| +5% | +$326K | 2.8% | 8 |
|
|
2020
Q2 | $5.9M | Buy |
110,104
+33,511
| +44% | +$1.69M | 2.81% | 11 |
|
|
2020
Q1 | $3.43M | Buy |
76,593
+46,272
| +153% | +$2.57M | 2.15% | 14 |
|
|
2019
Q4 | $1.89M | Sell |
30,321
-1,343
| -4% | -$80.7K | 1.09% | 19 |
|
|
2019
Q3 | $1.81M | Buy |
31,664
+290
| +0.9% | +$16.4K | 1.18% | 20 |
|
|
2019
Q2 | $1.8M | Buy |
31,374
+631
| +2% | +$36.4K | 1.34% | 16 |
|
|
2019
Q1 | $1.77M | Buy |
30,743
+1,852
| +6% | +$104K | 1.4% | 15 |
|
|
2018
Q4 | $1.5M | Buy |
28,891
+24,983
| +639% | +$1.4M | 1.38% | 16 |
|
|
2018
Q3 | $243K | Sell |
3,908
-1,850
| -32% | -$116K | 0.28% | 40 |
|
|
2018
Q2 | $361K | Buy |
5,758
+461
| +9% | +$30.2K | 0.42% | 32 |
|
|
2018
Q1 | $345K | Sell |
5,297
-23,901
| -82% | -$1.58M | 0.4% | 35 |
|
|
2017
Q4 | $1.88M | Buy |
+29,198
| New | +$1.84M | 1.58% | 15 |
|
Other funds holding SCZ
TWIM
TCIIS
Larson Financial Group's SCZ Position: Q1 2026 in Review
Larson Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.2% in Q1 2026, selling an estimated $161K and leaving 59,510 shares worth $4.67M. The position accounts for 0.15% of the portfolio, ranked #121.
Larson Financial Group first reported a position in SCZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.8M in Q1 2022. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.
- Larson Financial Group held 59,510 shares of iShares MSCI EAFE Small-Cap ETF worth $4.67M as of Q1 2026.
- Larson Financial Group sold 1,978 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $161K.
- iShares MSCI EAFE Small-Cap ETF made up 0.15% of Larson Financial Group's portfolio in Q1 2026, its #121 holding.
- Larson Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $15.8M in Q1 2022.
- 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.