Naples Global Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Naples Global 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	$218K	Hold	2,648	–	–	0.01%	449
2026 Q1	$208K	Hold	2,648	–	–	0.02%	432
2025 Q4	$205K	Hold	2,648	–	–	0.02%	432
2025 Q3	$203K	Buy	+2,648	New	+$198K	0.02%	431
2020 Q1	–	Sell	-3,256	Closed	-$203K	–	332
2019 Q4	$203K	Buy	+3,256	New	+$196K	0.04%	313

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Naples Global Advisors's SCZ Position: Q2 2026 in Review

Naples Global Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,648 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #449.

Naples Global Advisors first reported a position in SCZ in Q4 2019 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Naples Global Advisors held 2,648 shares of iShares MSCI EAFE Small-Cap ETF worth $218K as of Q2 2026.
Naples Global Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #449 holding.
Naples Global Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.