Medallion Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Medallion Wealth 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
2026 Q2	$24.1K	Buy	293 +98	+50%	+$8.21K	0.01%	606
2026 Q1	$15.3K	Buy	195 +10	+5%	+$813	0.01%	701
2025 Q4	$14.3K	Hold	185	–	–	﹤0.01%	697
2025 Q3	$14.2K	Sell	185 -14	-7%	-$1.05K	0.01%	697
2025 Q2	$14.5K	Sell	199 -7	-3%	-$474	0.01%	685
2025 Q1	$13.1K	Hold	206	–	–	0.01%	646
2024 Q4	$12.5K	Buy	+206	New	+$13.1K	0.01%	633

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

Medallion Wealth Advisors's SCZ Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 50% in Q2 2026, buying an estimated $8.21K and bringing the position to 293 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #606.

Medallion Wealth Advisors first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Medallion Wealth Advisors held 293 shares of iShares MSCI EAFE Small-Cap ETF worth $24.1K as of Q2 2026.
Medallion Wealth Advisors bought 98 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.21K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #606 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.