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Miller Global Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Miller Global Investments’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 		$152K Sell
1,843
-357
-16% -$29.9K 0.13% 153
2026
Q1 		$173K Hold
2,200
– – 0.16% 136
2025
Q4 		$171K Buy
+2,200
New +$169K 0.15% 137

Other funds holding SCZ

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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Miller Global Investments's SCZ Position: Q2 2026 in Review

Miller Global Investments reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q2 2026, selling an estimated $29.9K and leaving 1,843 shares worth $152K. The position accounts for 0.13% of the portfolio, ranked #153.

Miller Global Investments first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q1 2026. 441 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Miller Global Investments held 1,843 shares of iShares MSCI EAFE Small-Cap ETF worth $152K as of Q2 2026.
  • Miller Global Investments sold 357 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $29.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.13% of Miller Global Investments's portfolio in Q2 2026, its #153 holding.
  • Miller Global Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $173K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.