Lloyd Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lloyd Advisory Services’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	$1.1K	Buy	13 +9	+225%	+$754	﹤0.01%	560
2026 Q1	$330	Buy	4 +2	+100%	+$163	﹤0.01%	778
2025 Q4	$185	Buy	+2	New	+$153	﹤0.01%	533
2022 Q4	–	Sell	-8,165	Closed	-$398K	–	52
2022 Q3	$398K	Sell	8,165 -3,651	-31%	-$200K	0.29%	38
2022 Q2	$645K	Sell	11,816 -3,758	-24%	-$227K	0.5%	29
2022 Q1	$1.03M	Sell	15,574 -65	-0.4%	-$4.41K	0.48%	33
2021 Q4	$1.14M	Buy	15,639 +215	+1%	+$16K	0.53%	30
2021 Q3	$1.15M	Sell	15,424 -102	-0.7%	-$7.76K	0.59%	28
2021 Q2	$1.15M	Sell	15,526 -646	-4%	-$48.5K	0.58%	29
2021 Q1	$1.16M	Sell	16,172 -929	-5%	-$65.9K	0.63%	27
2020 Q4	$1.17M	Sell	17,101 -617	-3%	-$38.9K	0.64%	18
2020 Q3	$1.04M	Sell	17,718 -1,034	-6%	-$59.3K	0.64%	15
2020 Q2	$1M	Sell	18,752 -28	-0.1%	-$1.41K	0.63%	19
2020 Q1	$842K	Buy	18,780 +5,378	+40%	+$299K	0.62%	13
2019 Q4	$835K	Buy	+13,402	New	+$805K	0.76%	20

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

Lloyd Advisory Services's SCZ Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 225% in Q2 2026, buying an estimated $754 and bringing the position to 13 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Lloyd Advisory Services first reported a position in SCZ in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2020. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Lloyd Advisory Services held 13 shares of iShares MSCI EAFE Small-Cap ETF worth $1.1K as of Q2 2026.
Lloyd Advisory Services bought 9 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $754.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #560 holding.
Lloyd Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $1.17M in Q4 2020.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.