NFP Retirement Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NFP Retirement Inc’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	$7.12M	Sell	86,551 -5,606	-6%	-$469K	0.39%	50
2026 Q1	$7.23M	Buy	92,157 +4,674	+5%	+$380K	0.43%	46
2025 Q4	$6.78M	Buy	87,483 +3,180	+4%	+$244K	0.41%	45
2025 Q3	$6.47M	Buy	84,303 +2,208	+3%	+$165K	0.41%	46
2025 Q2	$5.97M	Buy	+82,095	New	+$5.56M	0.39%	49
2025 Q1	–	Sell	-3,447	Closed	-$209K	–	295
2024 Q4	$209K	Buy	3,447 +63	+2%	+$4.01K	0.02%	273
2024 Q3	$229K	Buy	+3,384	New	+$218K	0.02%	254
2024 Q2	–	Sell	-3,170	Closed	-$201K	–	288
2024 Q1	$201K	Buy	+3,170	New	+$194K	0.02%	270
2023 Q1	–	Sell	-4,171	Closed	-$236K	–	250
2022 Q4	$236K	Hold	4,171	–	–	0.05%	213
2022 Q3	$203K	Buy	4,171 +219	+6%	+$12K	0.05%	210
2022 Q2	$216K	Buy	+3,952	New	+$239K	0.05%	213

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

NFP Retirement Inc's SCZ Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.1% in Q2 2026, selling an estimated $469K and leaving 86,551 shares worth $7.12M. The position accounts for 0.39% of the portfolio, ranked #50.

NFP Retirement Inc first reported a position in SCZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.23M in Q1 2026. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

NFP Retirement Inc held 86,551 shares of iShares MSCI EAFE Small-Cap ETF worth $7.12M as of Q2 2026.
NFP Retirement Inc sold 5,606 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $469K.
iShares MSCI EAFE Small-Cap ETF made up 0.39% of NFP Retirement Inc's portfolio in Q2 2026, its #50 holding.
NFP Retirement Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 11 quarters since.
NFP Retirement Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $7.23M in Q1 2026.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.