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Morris Financial Concepts’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Morris Financial Concepts’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 		$1.55M Sell
18,789
-907
-5% -$76K 0.47% 39
2026
Q1 		$1.54M Sell
19,696
-2,268
-10% -$184K 0.52% 32
2025
Q4 		$1.7M Sell
21,964
-1,424
-6% -$109K 0.6% 30
2025
Q3 		$1.79M Sell
23,388
-552
-2% -$41.3K 0.65% 26
2025
Q2 		$1.74M Sell
23,940
-3,786
-14% -$256K 0.69% 25
2025
Q1 		$1.76M Sell
27,726
-1,926
-6% -$122K 0.74% 25
2024
Q4 		$1.8M Sell
29,652
-1,495
-5% -$95.1K 0.77% 22
2024
Q3 		$2.11M Sell
31,147
-6,027
-16% -$388K 0.91% 18
2024
Q2 		$2.29M Sell
37,174
-5,595
-13% -$351K 1.1% 14
2024
Q1 		$2.71M Sell
42,769
-10,497
-20% -$642K 1.39% 14
2023
Q4 		$3.3M Buy
53,266
+1,248
+2% +$71.3K 1.88% 12
2023
Q3 		$2.94M Buy
52,018
+67
+0.1% +$3.95K 1.95% 12
2023
Q2 		$3.06M Sell
51,951
-1,379
-3% -$82.5K 1.98% 12
2023
Q1 		$3.17M Sell
53,330
-1,586
-3% -$94.2K 2.24% 11
2022
Q4 		$3.1M Sell
54,916
-2,239
-4% -$120K 2.51% 8
2022
Q3 		$2.79M Sell
57,155
-119
-0.2% -$6.53K 2.89% 7
2022
Q2 		$3.13M Buy
57,274
+4,150
+8% +$251K 2.97% 7
2022
Q1 		$3.52M Buy
53,124
+2,870
+6% +$195K 2.94% 7
2021
Q4 		$3.67M Buy
+50,254
New +$3.73M 3.06% 7

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

Morris Financial Concepts's SCZ Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.6% in Q2 2026, selling an estimated $76K and leaving 18,789 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #39.

Morris Financial Concepts first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.67M in Q4 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Morris Financial Concepts held 18,789 shares of iShares MSCI EAFE Small-Cap ETF worth $1.55M as of Q2 2026.
  • Morris Financial Concepts sold 907 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $76K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.47% of Morris Financial Concepts's portfolio in Q2 2026, its #39 holding.
  • Morris Financial Concepts first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares MSCI EAFE Small-Cap ETF position peaked at $3.67M in Q4 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.