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McAdam LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

McAdam LLC’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 		$619K Sell
7,522
-1,555
-17% -$130K 0.02% 238
2026
Q1 		$712K Sell
9,077
-1,788
-16% -$145K 0.03% 199
2025
Q4 		$842K Buy
10,865
+230
+2% +$17.6K 0.04% 171
2025
Q3 		$816K Sell
10,635
-208
-2% -$15.6K 0.04% 158
2025
Q2 		$788K Sell
10,843
-731
-6% -$49.5K 0.04% 154
2025
Q1 		$735K Sell
11,574
-12,941
-53% -$817K 0.05% 146
2024
Q4 		$1.49M Sell
24,515
-1,282
-5% -$81.5K 0.08% 111
2024
Q3 		$1.75M Sell
25,797
-542
-2% -$34.9K 0.1% 101
2024
Q2 		$1.62M Sell
26,339
-617
-2% -$38.7K 0.1% 91
2024
Q1 		$1.71M Sell
26,956
-203
-0.7% -$12.4K 0.11% 89
2023
Q4 		$1.68M Sell
27,159
-514
-2% -$29.4K 0.12% 85
2023
Q3 		$1.56M Sell
27,673
-423
-2% -$25K 0.13% 85
2023
Q2 		$1.66M Sell
28,096
-291
-1% -$17.4K 0.14% 86
2023
Q1 		$1.69M Buy
28,387
+566
+2% +$33.6K 0.15% 89
2022
Q4 		$2.03M Sell
27,821
-608
-2% -$32.6K 0.2% 59
2022
Q3 		$1.39M Buy
28,429
+1,435
+5% +$78.7K 0.15% 85
2022
Q2 		$1.47M Sell
26,994
-628
-2% -$38K 0.16% 83
2022
Q1 		$1.83M Sell
27,622
-199
-0.7% -$13.5K 0.17% 67
2021
Q4 		$2.03M Sell
27,821
-1,699
-6% -$126K 0.2% 59
2021
Q3 		$2.2M Sell
29,520
-271
-0.9% -$20.6K 0.24% 52
2021
Q2 		$2.26M Buy
29,791
+231
+0.8% +$17.3K 0.26% 53
2021
Q1 		$2.12M Sell
29,560
-24
-0.1% -$1.7K 0.3% 47
2020
Q4 		$2.06M Sell
29,584
-711
-2% -$44.9K 0.31% 46
2020
Q3 		$1.79M Buy
30,295
+1,739
+6% +$99.7K 0.34% 39
2020
Q2 		$1.53M Buy
28,556
+20,894
+273% +$1.05M 0.33% 41
2020
Q1 		$343K Buy
+7,662
New +$426K 0.09% 65
2018
Q4 		– Sell
-66
Closed -$4K – 505
2018
Q3 		$4K Hold
66
– – ﹤0.01% 446
2018
Q2 		$4K Buy
+66
New +$4.32K ﹤0.01% 433

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

McAdam LLC's SCZ Position: Q2 2026 in Review

McAdam LLC reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 17% in Q2 2026, selling an estimated $130K and leaving 7,522 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #238.

McAdam LLC first reported a position in SCZ in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.26M in Q2 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • McAdam LLC held 7,522 shares of iShares MSCI EAFE Small-Cap ETF worth $619K as of Q2 2026.
  • McAdam LLC sold 1,555 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #238 holding.
  • McAdam LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • McAdam LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $2.26M in Q2 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.