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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 		$302K Buy
4,154
+305
+8% +$25.5K 0.04% 167
2026
Q1 		$302K Sell
3,849
-1,117
-22% -$90.8K 0.03% 182
2025
Q4 		$385K Buy
+4,966
New +$381K 0.04% 156

Other funds holding SCZ

TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 7.9% in Q2 2026, buying an estimated $25.5K and bringing the position to 4,154 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #167.

Legacy Edge Advisors first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 553 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Legacy Edge Advisors held 4,154 shares of iShares MSCI EAFE Small-Cap ETF worth $302K as of Q2 2026.
  • Legacy Edge Advisors bought 305 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $25.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #167 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $385K in Q4 2025.
  • 553 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.