PIFP
SCZ icon

Partners in Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Partners in Financial Planning’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 		$4.23M Buy
51,454
+1,603
+3% +$134K 0.64% 22
2026
Q1 		$3.91M Sell
49,851
-537
-1% -$43.7K 0.65% 22
2025
Q4 		$3.91M Sell
50,388
-566
-1% -$43.4K 0.66% 22
2025
Q3 		$3.91M Sell
50,954
-43
-0.1% -$3.22K 0.68% 22
2025
Q2 		$3.71M Buy
50,997
+2,723
+6% +$184K 0.68% 22
2025
Q1 		$3.07M Buy
48,274
+10
+0% +$632 0.62% 20
2024
Q4 		$2.93M Buy
48,264
+740
+2% +$47.1K 0.6% 21
2024
Q3 		$3.22M Sell
47,524
-20
-0% -$1.29K 0.65% 20
2024
Q2 		$2.93M Sell
47,544
-152
-0.3% -$9.53K 0.64% 22
2024
Q1 		$3.02M Sell
47,696
-1,609
-3% -$98.4K 0.67% 22
2023
Q4 		$3.05M Sell
49,305
-1,301
-3% -$74.3K 0.72% 19
2023
Q3 		$2.86M Buy
50,606
+675
+1% +$39.8K 0.74% 18
2023
Q2 		$2.94M Sell
49,931
-712
-1% -$42.6K 0.75% 19
2023
Q1 		$3.01M Sell
50,643
-18
-0% -$1.07K 0.79% 18
2022
Q4 		$2.88M Buy
50,661
+1,357
+3% +$72.8K 0.8% 21
2022
Q3 		$2.74M Buy
49,304
+808
+2% +$44.3K 0.78% 19
2022
Q2 		$2.67M Buy
48,496
+2,742
+6% +$166K 0.85% 17
2022
Q1 		$2.91M Sell
45,754
-795
-2% -$54K 0.92% 16
2021
Q4 		$3.18M Sell
46,549
-1,192
-2% -$88.5K 0.97% 16
2021
Q3 		$3.55M Sell
47,741
-2,061
-4% -$157K 1.11% 15
2021
Q2 		$3.69M Buy
+49,802
New +$3.74M 1.16% 14

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

Partners in Financial Planning's SCZ Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.2% in Q2 2026, buying an estimated $134K and bringing the position to 51,454 shares worth $4.23M. The position accounts for 0.64% of the portfolio, ranked #22.

Partners in Financial Planning first reported a position in SCZ in Q2 2021 and has held it in 21 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Partners in Financial Planning held 51,454 shares of iShares MSCI EAFE Small-Cap ETF worth $4.23M as of Q2 2026.
  • Partners in Financial Planning bought 1,603 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $134K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.64% of Partners in Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Partners in Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.