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

Mosaic 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 		$282K Buy
3,422
+325
+10% +$27.2K 0.18% 106
2026
Q1 		$243K Sell
3,097
-40
-1% -$3.25K 0.17% 111
2025
Q4 		$243K Buy
3,137
+60
+2% +$4.6K 0.17% 112
2025
Q3 		$236K Hold
3,077
– – 0.17% 109
2025
Q2 		$224K Buy
+3,077
New +$208K 0.17% 105

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

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

Mosaic Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 10% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,422 shares worth $282K. The position accounts for 0.18% of the portfolio, ranked #106.

Mosaic Financial Group first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Mosaic Financial Group held 3,422 shares of iShares MSCI EAFE Small-Cap ETF worth $282K as of Q2 2026.
  • Mosaic Financial Group bought 325 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.18% of Mosaic Financial Group's portfolio in Q2 2026, its #106 holding.
  • Mosaic Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.