MF
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Meridian Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Meridian Financial’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 		$302K Sell
3,675
-299
-8% -$25K 0.15% 115
2026
Q1 		$312K Sell
3,974
-500
-11% -$40.7K 0.17% 105
2025
Q4 		$347K Sell
4,474
-198
-4% -$15.2K 0.19% 97
2025
Q3 		$358K Sell
4,672
-400
-8% -$29.9K 0.2% 93
2025
Q2 		$369K Buy
5,072
+2
+0% +$135 0.24% 84
2025
Q1 		$322K Buy
5,070
+1
+0% +$63 0.23% 86
2024
Q4 		$308K Buy
5,069
+2
+0% +$127 0.21% 87
2024
Q3 		$343K Sell
5,067
-1
-0% -$64 0.23% 86
2024
Q2 		$312K Buy
5,068
+2
+0% +$125 0.23% 86
2024
Q1 		$321K Hold
5,066
– – 0.24% 84
2023
Q4 		$314K Buy
5,066
+2
+0% +$114 0.25% 75
2023
Q3 		$286K Sell
5,064
-356
-7% -$21K 0.27% 71
2023
Q2 		$320K Buy
5,420
+11
+0.2% +$658 0.29% 65
2023
Q1 		$322K Hold
5,409
– – 0.31% 65
2022
Q4 		$306K Sell
5,409
-200
-4% -$10.7K 0.32% 63
2022
Q3 		$274K Hold
5,609
– – 0.32% 63
2022
Q2 		$306K Buy
5,609
+13
+0.2% +$787 0.34% 63
2022
Q1 		$371K Buy
5,596
+100
+2% +$6.79K 0.39% 55
2021
Q4 		$402K Buy
+5,496
New +$408K 0.38% 54

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

Meridian Financial's SCZ Position: Q2 2026 in Review

Meridian Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.5% in Q2 2026, selling an estimated $25K and leaving 3,675 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #115.

Meridian Financial first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $402K in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Meridian Financial held 3,675 shares of iShares MSCI EAFE Small-Cap ETF worth $302K as of Q2 2026.
  • Meridian Financial sold 299 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $25K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.15% of Meridian Financial's portfolio in Q2 2026, its #115 holding.
  • Meridian Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $402K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.