McClarren Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-63	Closed	-$66K	–	254
2025 Q1	$66K	Buy	+63	New	+$3.98K	0.04%	124
2024 Q4	–	Sell	-67	Closed	-$68K	–	293
2024 Q3	$68K	Buy	67 +6	+10%	+$386	0.01%	110
2024 Q2	$62K	Sell	61 -943	-94%	-$59.1K	0.04%	132
2024 Q1	$64K	Hold	1,004	–	–	0.05%	129
2023 Q4	$62K	Buy	1,004 +14	+1%	+$800	0.05%	140
2023 Q3	$55K	Hold	990	–	–	0.05%	134
2023 Q2	$58K	Sell	990 -349	-26%	-$20.9K	0.05%	141
2023 Q1	$79K	Hold	1,339	–	–	0.07%	117
2022 Q4	$75K	Hold	1,339	–	–	0.07%	119
2022 Q3	$65K	Buy	+1,339	New	+$73.4K	0.06%	112
2022 Q2	–	Sell	-1,312	Closed	-$87K	–	222
2022 Q1	$87K	Hold	1,312	–	–	0.06%	94
2021 Q4	$96K	Buy	1,312 +27	+2%	+$2K	0.07%	104
2021 Q3	$95K	Hold	1,285	–	–	0.07%	81
2021 Q2	$95K	Sell	1,285 -122	-9%	-$9.16K	0.08%	79
2021 Q1	$101K	Hold	1,407	–	–	0.09%	76
2020 Q4	$96K	Buy	+1,407	New	+$88.8K	0.09%	76

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's SCZ Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 63 shares — an estimated $66K sold.

McClarren Financial Advisors first reported a position in SCZ in Q4 2020 and held it in 16 quarters. The position peaked at $101K in Q1 2021. 718 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 63 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $66K.
McClarren Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $101K in Q1 2021.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.