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OneAscent Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

OneAscent Financial Services’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 		$2.27M Buy
27,551
+17,278
+168% +$1.45M 0.11% 129
2026
Q1 		$806K Buy
+10,273
New +$835K 0.04% 259

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

OneAscent Financial Services's SCZ Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 168% in Q2 2026, buying an estimated $1.45M and bringing the position to 27,551 shares worth $2.27M. The position accounts for 0.11% of the portfolio, ranked #129.

OneAscent Financial Services first reported a position in SCZ in Q1 2026 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • OneAscent Financial Services held 27,551 shares of iShares MSCI EAFE Small-Cap ETF worth $2.27M as of Q2 2026.
  • OneAscent Financial Services bought 17,278 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.45M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of OneAscent Financial Services's portfolio in Q2 2026, its #129 holding.
  • OneAscent Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.