NBC Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NBC Securities’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	$133K	Hold	1,614	–	–	0.01%	986
2026 Q1	$127K	Hold	1,614	–	–	0.01%	1000
2025 Q4	$125K	Hold	1,614	–	–	0.01%	995
2025 Q3	$124K	Hold	1,614	–	–	0.01%	991
2025 Q2	$117K	Hold	1,614	–	–	0.01%	1000
2025 Q1	$102K	Buy	1,614 +1,613	+161,300%	+$102K	0.01%	970
2024 Q4	$105	Sell	1 -1,733	-100%	-$110K	0.01%	915
2024 Q3	$117K	Hold	1,734	–	–	0.01%	940
2024 Q2	$106K	Hold	1,734	–	–	0.01%	940
2024 Q1	$119K	Hold	1,734	–	–	0.01%	904
2023 Q4	$107K	Hold	1,734	–	–	0.01%	922
2023 Q3	$97K	Buy	+1,734	New	+$102K	0.01%	940

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

NBC Securities's SCZ Position: Q2 2026 in Review

NBC Securities held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,614 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #986.

NBC Securities first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

NBC Securities held 1,614 shares of iShares MSCI EAFE Small-Cap ETF worth $133K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #986 holding.
NBC Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.