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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
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 $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Financial Group's SCZ Position: Q1 2026 in Review

Mosaic Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q1 2026, selling an estimated $3.25K and leaving 3,097 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #111.

Mosaic Financial Group first reported a position in SCZ in Q2 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Mosaic Financial Group held 3,097 shares of iShares MSCI EAFE Small-Cap ETF worth $243K as of Q1 2026.
  • Mosaic Financial Group sold 40 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $3.25K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.17% of Mosaic Financial Group's portfolio in Q1 2026, its #111 holding.
  • Mosaic Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.