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

Mason Investment 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 		$986K Buy
11,981
+163
+1% +$13.7K 0.04% 36
2026
Q1 		$927K Hold
11,818
– – 0.04% 32
2025
Q4 		$916K Sell
11,818
-1,394
-11% -$107K 0.04% 30
2025
Q3 		$1.01M Sell
13,212
-541
-4% -$40.5K 0.05% 30
2025
Q2 		$1,000K Buy
13,753
+204
+2% +$13.8K 0.05% 25
2025
Q1 		$861K Hold
13,549
– – 0.05% 26
2024
Q4 		$823K Buy
13,549
+270
+2% +$17.2K 0.05% 28
2024
Q3 		$899K Hold
13,279
– – 0.05% 25
2024
Q2 		$819K Sell
13,279
-1,311
-9% -$82.2K 0.05% 25
2024
Q1 		$924K Hold
14,590
– – 0.06% 20
2023
Q4 		$903K Hold
14,590
– – 0.07% 19
2023
Q3 		$824K Sell
14,590
-5,112
-26% -$302K 0.08% 19
2023
Q2 		$1.16M Sell
19,702
-735
-4% -$44K 0.1% 15
2023
Q1 		$1.22M Sell
20,437
-16,329
-44% -$969K 0.11% 13
2022
Q4 		$2.08M Buy
36,766
+32,292
+722% +$1.73M 0.21% 11
2022
Q3 		$218K Sell
4,474
-6,201
-58% -$340K 0.03% 82
2022
Q2 		$583K Buy
+10,675
New +$646K 0.06% 24
2020
Q2 		– Sell
-33,371
Closed -$1.5M – 83
2020
Q1 		$1.5M Sell
33,371
-65,110
-66% -$3.62M 0.25% 14
2019
Q4 		$6.13M Hold
98,481
– – 0.9% 7
2019
Q3 		$5.64M Sell
98,481
-8,026
-8% -$454K 0.9% 7
2019
Q2 		$6.11M Sell
106,507
-170
-0.2% -$9.81K 1.02% 7
2019
Q1 		$6.13M Buy
+106,677
New +$5.98M 1.69% 6

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

Mason Investment Advisory Services's SCZ Position: Q2 2026 in Review

Mason Investment Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $13.7K and bringing the position to 11,981 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #36.

Mason Investment Advisory Services first reported a position in SCZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $6.13M in Q4 2019. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Mason Investment Advisory Services held 11,981 shares of iShares MSCI EAFE Small-Cap ETF worth $986K as of Q2 2026.
  • Mason Investment Advisory Services bought 163 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Mason Investment Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Mason Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 22 quarters since.
  • Mason Investment Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $6.13M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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