Oakmont Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oakmont Advisory Group’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	$69.1K	Buy	+840	New	+$70.3K	0.06%	160

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

Oakmont Advisory Group's SCZ Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 840 shares worth $69.1K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings.

763 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Oakmont Advisory Group held 840 shares of iShares MSCI EAFE Small-Cap ETF worth $69.1K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Oakmont Advisory Group position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Oakmont Advisory Group's portfolio in Q2 2026, its #160 holding.
763 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.