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Narus Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Narus Financial Partners’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 		$3.55M Sell
43,185
-332
-0.8% -$27.8K 0.91% 13
2026
Q1 		$3.41M Buy
43,517
+815
+2% +$66.3K 0.89% 13
2025
Q4 		$3.31M Buy
42,702
+177
+0.4% +$13.6K 0.91% 14
2025
Q3 		$3.26M Buy
42,525
+382
+0.9% +$28.6K 0.89% 14
2025
Q2 		$3.06M Sell
42,143
-4,233
-9% -$286K 0.96% 15
2025
Q1 		$2.95M Sell
46,376
-67
-0.1% -$4.23K 1% 18
2024
Q4 		$2.82M Sell
46,443
-514
-1% -$32.7K 0.95% 17
2024
Q3 		$3.18M Buy
46,957
+3,451
+8% +$222K 1.14% 12
2024
Q2 		$2.68M Buy
43,506
+48
+0.1% +$3.01K 1.08% 16
2024
Q1 		$2.75M Buy
43,458
+862
+2% +$52.7K 1.17% 16
2023
Q4 		$2.64M Buy
42,596
+867
+2% +$49.5K 1.27% 14
2023
Q3 		$2.36M Buy
41,729
+1,286
+3% +$75.9K 1.21% 16
2023
Q2 		$2.39M Buy
40,443
+1,093
+3% +$65.4K 1.23% 15
2023
Q1 		$2.34M Buy
39,350
+1,894
+5% +$112K 1.27% 14
2022
Q4 		$2.12M Buy
37,456
+5,231
+16% +$281K 1.22% 15
2022
Q3 		$1.57M Buy
32,225
+3,676
+13% +$202K 0.99% 18
2022
Q2 		$1.56M Buy
28,549
+11,989
+72% +$725K 0.99% 18
2022
Q1 		$1.1M Buy
+16,560
New +$1.12M 0.61% 28
2021
Q1 		$1.03M Buy
+14,372
New +$1.02M 0.62% 19
2019
Q4 		$693K Buy
11,129
+2,300
+26% +$138K 0.49% 22
2019
Q3 		$505K Buy
8,829
+93
+1% +$5.26K 0.37% 30
2019
Q2 		$501K Buy
+8,736
New +$504K 0.39% 29
2017
Q3 		$949K Buy
15,302
+11
+0.1% +$658 0.84% 18
2017
Q2 		$884K Buy
15,291
+228
+2% +$13K 0.82% 16
2017
Q1 		$816K Sell
15,063
-800
-5% -$42K 0.79% 19
2016
Q4 		$791K Buy
+15,863
New +$800K 0.83% 19

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

Narus Financial Partners's SCZ Position: Q2 2026 in Review

Narus Financial Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.76% in Q2 2026, selling an estimated $27.8K and leaving 43,185 shares worth $3.55M. The position accounts for 0.91% of the portfolio, ranked #13.

Narus Financial Partners first reported a position in SCZ in Q4 2016 and has held it in 26 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Narus Financial Partners held 43,185 shares of iShares MSCI EAFE Small-Cap ETF worth $3.55M as of Q2 2026.
  • Narus Financial Partners sold 332 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $27.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.91% of Narus Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Narus Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 26 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.