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Linscomb Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Linscomb Wealth’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 		$250K Sell
3,044
-431
-12% -$36.1K 0.01% 290
2026
Q1 		$272K Sell
3,475
-249
-7% -$20.2K 0.01% 302
2025
Q4 		$289K Buy
3,724
+245
+7% +$18.8K 0.01% 268
2025
Q3 		$267K Hold
3,479
– – 0.01% 280
2025
Q2 		$253K Sell
3,479
-357
-9% -$24.2K 0.01% 282
2025
Q1 		$244K Sell
3,836
-103
-3% -$6.51K 0.01% 272
2024
Q4 		$239K Buy
3,939
+72
+2% +$4.58K 0.01% 272
2024
Q3 		$262K Hold
3,867
– – 0.01% 263
2024
Q2 		$238K Buy
3,867
+154
+4% +$9.65K 0.01% 270
2024
Q1 		$235K Hold
3,713
– – 0.01% 266
2023
Q4 		$230K Buy
3,713
+46
+1% +$2.63K 0.01% 263
2023
Q3 		$207K Hold
3,667
– – 0.01% 262
2023
Q2 		$216K Buy
3,667
+56
+2% +$3.35K 0.01% 267
2023
Q1 		$215K Sell
3,611
-524
-13% -$31.1K 0.01% 276
2022
Q4 		$234K Buy
+4,135
New +$222K 0.01% 314
2022
Q3 		– Sell
-3,688
Closed -$201K – 295
2022
Q2 		$201K Sell
3,688
-354
-9% -$21.4K 0.01% 281
2022
Q1 		$268K Buy
4,042
+3
+0.1% +$204 0.01% 304
2021
Q4 		$295K Buy
4,039
+72
+2% +$5.35K 0.01% 277
2021
Q3 		$295K Sell
3,967
-69
-2% -$5.25K 0.02% 270
2021
Q2 		$299K Sell
4,036
-400
-9% -$30K 0.02% 267
2021
Q1 		$319K Buy
4,436
+401
+10% +$28.5K 0.02% 257
2020
Q4 		$276K Buy
4,035
+92
+2% +$5.81K 0.02% 265
2020
Q3 		$233K Sell
3,943
-1,733
-31% -$99.3K 0.02% 268
2020
Q2 		$304K Sell
5,676
-23,067
-80% -$1.16M 0.02% 241
2020
Q1 		$1.29M Sell
28,743
-2,684
-9% -$149K 0.11% 110
2019
Q4 		$1.96M Buy
+31,427
New +$1.89M 0.13% 107

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Linscomb Wealth's SCZ Position: Q2 2026 in Review

Linscomb Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q2 2026, selling an estimated $36.1K and leaving 3,044 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #290.

Linscomb Wealth first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2019. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Linscomb Wealth held 3,044 shares of iShares MSCI EAFE Small-Cap ETF worth $250K as of Q2 2026.
  • Linscomb Wealth sold 431 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $36.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #290 holding.
  • Linscomb Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Linscomb Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $1.96M in Q4 2019.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.