McIlrath & Eck’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-155	Closed	-$12K	–	1689
2025 Q4	$12K	Buy	155 +71	+85%	+$5.44K	﹤0.01%	619
2025 Q3	$6.45K	Hold	84	–	–	﹤0.01%	714
2025 Q2	$6.11K	Buy	84 +1	+1%	+$68	﹤0.01%	692
2025 Q1	$5.26K	Hold	83	–	–	﹤0.01%	715
2024 Q4	$5.03K	Buy	83 +2	+2%	+$127	﹤0.01%	755
2024 Q3	$5.5K	Hold	81	–	–	﹤0.01%	730
2024 Q2	$5K	Buy	81 +1	+1%	+$63	﹤0.01%	716
2024 Q1	$5.07K	Hold	80	–	–	﹤0.01%	717
2023 Q4	$4.95K	Hold	80	–	–	﹤0.01%	669
2023 Q3	$4.52K	Hold	80	–	–	﹤0.01%	674
2023 Q2	$4.72K	Hold	80	–	–	﹤0.01%	681
2023 Q1	$4.76K	Hold	80	–	–	﹤0.01%	677
2022 Q4	$4.52K	Hold	80	–	–	﹤0.01%	653
2022 Q3	$4K	Buy	+80	New	+$4.39K	﹤0.01%	686
2020 Q1	–	Sell	-34	Closed	-$2K	–	702
2019 Q4	$2K	Buy	+34	New	+$2.04K	﹤0.01%	574

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McIlrath & Eck's SCZ Position: Q1 2026 in Review

McIlrath & Eck sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 155 shares — an estimated $12K sold.

McIlrath & Eck first reported a position in SCZ in Q4 2019 and held it in 15 quarters. The position peaked at $12K in Q4 2025. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

McIlrath & Eck reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
McIlrath & Eck sold 155 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $12K.
McIlrath & Eck first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 15 quarters.
McIlrath & Eck's iShares MSCI EAFE Small-Cap ETF position peaked at $12K in Q4 2025.
764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.