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Merit Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Merit Financial Group’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 		$2.19M Buy
26,564
+447
+2% +$37.4K 0.01% 718
2026
Q1 		$2.05M Buy
26,117
+8,687
+50% +$706K 0.02% 674
2025
Q4 		$1.35M Buy
17,430
+442
+3% +$33.9K 0.01% 798
2025
Q3 		$1.3M Buy
16,988
+48
+0.3% +$3.59K 0.01% 737
2025
Q2 		$1.23M Buy
16,940
+5,000
+42% +$338K 0.01% 695
2025
Q1 		$759K Buy
11,940
+3
+0% +$190 0.01% 767
2024
Q4 		$725K Buy
11,937
+203
+2% +$12.9K 0.01% 600
2024
Q3 		$794K Buy
11,734
+29
+0.2% +$1.87K 0.02% 464
2024
Q2 		$721K Buy
11,705
+168
+1% +$10.5K 0.02% 495
2024
Q1 		$724K Sell
11,537
-134
-1% -$8.2K 0.02% 485
2023
Q4 		$722K Buy
11,671
+153
+1% +$8.74K 0.02% 394
2023
Q3 		$650K Hold
11,518
– – 0.02% 399
2023
Q2 		$679K Buy
11,518
+455
+4% +$27.2K 0.02% 401
2023
Q1 		$658K Sell
11,063
-3
-0% -$178 0.02% 351
2022
Q4 		$625K Sell
11,066
-343
-3% -$18.4K 0.02% 380
2022
Q3 		$557K Buy
+11,409
New +$626K 0.02% 341
2020
Q2 		– Sell
-19,782
Closed -$887K – 238
2020
Q1 		$887K Sell
19,782
-4,623
-19% -$257K 0.1% 83
2019
Q4 		$1.52M Sell
24,405
-251
-1% -$15.1K 0.13% 64
2019
Q3 		$1.41M Sell
24,656
-24,109
-49% -$1.36M 0.15% 33
2019
Q2 		$2.28M Sell
48,765
-14,713
-23% -$849K 0.27% 15
2019
Q1 		$2.84M Buy
63,478
+2,720
+4% +$152K 0.35% 13
2018
Q4 		$2.36M Buy
60,758
+3,304
+6% +$185K 0.36% 15
2018
Q3 		$2.52M Buy
57,454
+2,046
+4% +$128K 0.4% 11
2018
Q2 		$2.43M Buy
55,408
+2,159
+4% +$141K 0.44% 10
2018
Q1 		$2.46M Buy
+53,249
New +$3.51M 0.48% 9

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

Merit Financial Group's SCZ Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.7% in Q2 2026, buying an estimated $37.4K and bringing the position to 26,564 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #718.

Merit Financial Group first reported a position in SCZ in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.84M in Q1 2019. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Merit Financial Group held 26,564 shares of iShares MSCI EAFE Small-Cap ETF worth $2.19M as of Q2 2026.
  • Merit Financial Group bought 447 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $37.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #718 holding.
  • Merit Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 25 quarters since.
  • Merit Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $2.84M in Q1 2019.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.