NHC
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Nicholas Hoffman & Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Nicholas Hoffman & Company’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 		$2.62M Sell
31,845
-1,539
-5% -$129K 0.06% 67
2026
Q1 		$2.62M Sell
33,384
-77
-0.2% -$6.26K 0.06% 64
2025
Q4 		$2.59M Sell
33,461
-1,758
-5% -$135K 0.06% 66
2025
Q3 		$2.7M Sell
35,219
-4
-0% -$299 0.07% 68
2025
Q2 		$2.56M Sell
35,223
-135
-0.4% -$9.14K 0.07% 63
2025
Q1 		$2.25M Sell
35,358
-1,335
-4% -$84.3K 0.09% 63
2024
Q4 		$2.23M Sell
36,693
-5,052
-12% -$321K 0.09% 60
2024
Q3 		$2.83M Sell
41,745
-855
-2% -$55K 0.12% 49
2024
Q2 		$2.63M Sell
42,600
-874
-2% -$54.8K 0.12% 51
2024
Q1 		$2.75M Sell
43,474
-301
-0.7% -$18.4K 0.14% 46
2023
Q4 		$2.71M Sell
43,775
-20,589
-32% -$1.18M 0.16% 44
2023
Q3 		$3.63M Buy
64,364
+24
+0% +$1.42K 0.27% 35
2023
Q2 		$3.79M Buy
64,340
+276
+0.4% +$16.5K 0.15% 35
2023
Q1 		$3.81M Sell
64,064
-6,468
-9% -$384K 0.34% 32
2022
Q4 		$3.98M Buy
70,532
+25,251
+56% +$1.36M 0.43% 29
2022
Q3 		$2.21M Buy
45,281
+1,178
+3% +$64.6K 0.1% 43
2022
Q2 		$2.41M Buy
44,103
+216
+0.5% +$13.1K 0.11% 42
2022
Q1 		$2.91M Buy
43,887
+1,349
+3% +$91.6K 0.12% 36
2021
Q4 		$3.11M Buy
42,538
+224
+0.5% +$16.6K 0.1% 35
2021
Q3 		$3.15M Buy
42,314
+222
+0.5% +$16.9K 0.55% 33
2021
Q2 		$3.12M Buy
42,092
+305
+0.7% +$22.9K 0.56% 29
2021
Q1 		$3M Sell
41,787
-328
-0.8% -$23.3K 0.61% 28
2020
Q4 		$2.88M Buy
42,115
+300
+0.7% +$18.9K 0.66% 25
2020
Q3 		$2.47M Sell
41,815
-2,024
-5% -$116K 0.65% 25
2020
Q2 		$2.35M Sell
43,839
-21,458
-33% -$1.08M 0.68% 24
2020
Q1 		$2.93M Sell
65,297
-2,739
-4% -$152K 0.98% 20
2019
Q4 		$4.24M Sell
68,036
-862
-1% -$51.8K 1.17% 15
2019
Q3 		$3.94M Buy
68,898
+769
+1% +$43.5K 1.2% 16
2019
Q2 		$3.91M Buy
68,129
+412
+0.6% +$23.8K 1.22% 16
2019
Q1 		$3.89M Sell
67,717
-1,508
-2% -$84.5K 1.25% 17
2018
Q4 		$3.59M Buy
69,225
+62,959
+1,005% +$3.53M 1.23% 18
2018
Q3 		$390K Sell
6,266
-28
-0.4% -$1.75K 0.13% 128
2018
Q2 		$395K Sell
6,294
-622
-9% -$40.7K 0.15% 113
2018
Q1 		$451K Hold
6,916
– – 0.18% 112
2017
Q4 		$446K Sell
6,916
-1,631
-19% -$103K 0.18% 111
2017
Q3 		$530K Buy
8,547
+741
+9% +$44.3K 0.22% 102
2017
Q2 		$451K Buy
7,806
+122
+2% +$6.95K 0.21% 102
2017
Q1 		$416K Sell
7,684
-2,123
-22% -$112K 0.2% 102
2016
Q4 		$492K Buy
+9,807
New +$495K 0.25% 94

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

Nicholas Hoffman & Company's SCZ Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.6% in Q2 2026, selling an estimated $129K and leaving 31,845 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #67.

Nicholas Hoffman & Company first reported a position in SCZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.24M in Q4 2019. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Nicholas Hoffman & Company held 31,845 shares of iShares MSCI EAFE Small-Cap ETF worth $2.62M as of Q2 2026.
  • Nicholas Hoffman & Company sold 1,539 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #67 holding.
  • Nicholas Hoffman & Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Nicholas Hoffman & Company's iShares MSCI EAFE Small-Cap ETF position peaked at $4.24M in Q4 2019.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.