Legacy Edge Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Legacy Edge Advisors’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	$336K	Buy	4,087 +238	+6%	+$19.9K	0.03%	176
2026 Q1	$302K	Sell	3,849 -1,117	-22%	-$90.8K	0.03%	182
2025 Q4	$385K	Buy	4,966 +152	+3%	+$11.7K	0.04%	156
2025 Q3	$369K	Buy	4,814 +660	+16%	+$49.4K	0.04%	152
2025 Q2	$302K	Buy	+4,154	New	+$281K	0.04%	167
2024 Q4	–	Sell	-4,094	Closed	-$277K	–	187
2024 Q3	$277K	Sell	4,094 -1,116	-21%	-$71.8K	0.04%	152
2024 Q2	$321K	Buy	5,210 +1,110	+27%	+$69.6K	0.06%	137
2024 Q1	$260K	Sell	4,100 -432	-10%	-$26.4K	0.05%	139
2023 Q4	$281K	Buy	+4,532	New	+$259K	0.06%	131

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

Legacy Edge Advisors's SCZ Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,087 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #176.

Legacy Edge Advisors first reported a position in SCZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Legacy Edge Advisors held 4,087 shares of iShares MSCI EAFE Small-Cap ETF worth $336K as of Q2 2026.
Legacy Edge Advisors bought 238 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $19.9K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #176 holding.
Legacy Edge Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Legacy Edge Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $385K in Q4 2025.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.