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MSH Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MSH Capital Advisors’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 		$5.26M Sell
63,895
-284
-0.4% -$23.8K 0.91% 24
2026
Q1 		$5.03M Buy
64,179
+444
+0.7% +$36.1K 1.07% 20
2025
Q4 		$4.94M Buy
63,735
+252
+0.4% +$19.3K 1.06% 18
2025
Q3 		$4.87M Sell
63,483
-908
-1% -$67.9K 1.31% 18
2025
Q2 		$4.68M Sell
64,391
-786
-1% -$53.2K 1.35% 17
2025
Q1 		$4.14M Buy
65,177
+1,114
+2% +$70.4K 1.28% 21
2024
Q4 		$3.89M Sell
64,063
-20,853
-25% -$1.33M 1.23% 20
2024
Q3 		$5.75M Sell
84,916
-185
-0.2% -$11.9K 1.76% 10
2024
Q2 		$5.25M Buy
85,101
+888
+1% +$55.7K 1.75% 10
2024
Q1 		$5.33M Sell
84,213
-154
-0.2% -$9.42K 1.87% 10
2023
Q4 		$5.22M Sell
84,367
-324
-0.4% -$18.5K 1.95% 9
2023
Q3 		$4.78M Buy
84,691
+4,886
+6% +$288K 1.88% 9
2023
Q2 		$4.71M Buy
79,805
+1,460
+2% +$87.3K 1.72% 10
2023
Q1 		$4.66M Buy
78,345
+1,497
+2% +$88.9K 1.99% 8
2022
Q4 		$4.34M Sell
76,848
-5,604
-7% -$301K 1.96% 10
2022
Q3 		$4.02M Sell
82,452
-56
-0.1% -$3.07K 1.98% 9
2022
Q2 		$4.5M Sell
82,508
-982
-1% -$59.4K 2.09% 8
2022
Q1 		$5.54M Buy
83,490
+6,533
+8% +$444K 2.29% 6
2021
Q4 		$5.62M Buy
+76,957
New +$5.71M 2.52% 5

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

MSH Capital Advisors's SCZ Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.44% in Q2 2026, selling an estimated $23.8K and leaving 63,895 shares worth $5.26M. The position accounts for 0.91% of the portfolio, ranked #24.

MSH Capital Advisors first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.75M in Q3 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • MSH Capital Advisors held 63,895 shares of iShares MSCI EAFE Small-Cap ETF worth $5.26M as of Q2 2026.
  • MSH Capital Advisors sold 284 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $23.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.91% of MSH Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • MSH Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.75M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.