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

MB Generational 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	$1.36M	Hold	16,533	–	–	0.67%	29
2026 Q1	$1.3M	Hold	16,533	–	–	0.72%	28
2025 Q4	$1.28M	Hold	16,533	–	–	0.68%	29
2025 Q3	$1.27M	Buy	+16,533	New	+$1.24M	0.81%	21
2025 Q1	$1.34M	Buy	21,126 +2,351	+13%	+$149K	1%	17
2024 Q4	$1.14M	Sell	18,775 -4,818	-20%	-$306K	0.84%	20
2024 Q3	$1.6M	Buy	23,593 +6,324	+37%	+$407K	1.15%	14
2024 Q2	$1.06M	Buy	17,269 +6,004	+53%	+$376K	0.83%	19
2024 Q1	$1.09M	Sell	11,265 -6,004	-35%	-$367K	0.86%	18
2023 Q4	$1.07M	Buy	+17,269	New	+$986K	1%	18

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

MB Generational Wealth's SCZ Position: Q2 2026 in Review

MB Generational Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 16,533 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #29.

MB Generational Wealth first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q3 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

MB Generational Wealth held 16,533 shares of iShares MSCI EAFE Small-Cap ETF worth $1.36M as of Q2 2026.
MB Generational Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.67% of MB Generational Wealth's portfolio in Q2 2026, its #29 holding.
MB Generational Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q3 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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