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Peloton Wealth Strategists’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Peloton Wealth Strategists’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 		$513K Buy
6,236
+185
+3% +$15.5K 0.19% 74
2026
Q1 		$474K Sell
6,051
-23,082
-79% -$1.88M 0.19% 71
2025
Q4 		$2.26M Buy
29,133
+2,030
+7% +$156K 0.88% 41
2025
Q3 		$2.08M Sell
27,103
-1,395
-5% -$104K 0.82% 42
2025
Q2 		$2.07M Sell
28,498
-3,291
-10% -$223K 0.83% 45
2025
Q1 		$2.02M Buy
31,789
+28,076
+756% +$1.77M 0.84% 45
2024
Q4 		$226K Buy
3,713
+60
+2% +$3.82K 0.09% 90
2024
Q3 		$247K Sell
3,653
-1,670
-31% -$107K 0.1% 92
2024
Q2 		$328K Buy
5,323
+450
+9% +$28.2K 0.13% 83
2024
Q1 		$309K Buy
4,873
+2
+0% +$122 0.13% 84
2023
Q4 		$302K Buy
+4,871
New +$278K 0.13% 87
2023
Q1 		– Sell
-27,037
Closed -$1.53M – 91
2022
Q4 		$1.53M Sell
27,037
-680
-2% -$36.5K 0.74% 47
2022
Q3 		$1.35M Buy
27,717
+2,629
+10% +$144K 0.7% 51
2022
Q2 		$1.37M Sell
25,088
-107
-0.4% -$6.47K 0.67% 53
2022
Q1 		$1.67M Buy
25,195
+1,241
+5% +$84.3K 0.7% 52
2021
Q4 		$1.75M Buy
+23,954
New +$1.78M 0.7% 49
2020
Q1 		– Sell
-3,596
Closed -$224K – 78
2019
Q4 		$224K Sell
3,596
-23,883
-87% -$1.44M 0.14% 71
2019
Q3 		$1.57M Buy
27,479
+39
+0.1% +$2.2K 1.01% 40
2019
Q2 		$1.57M Buy
27,440
+835
+3% +$48.2K 1.05% 40
2019
Q1 		$1.53M Buy
+26,605
New +$1.49M 1.06% 40

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

Peloton Wealth Strategists's SCZ Position: Q2 2026 in Review

Peloton Wealth Strategists increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,236 shares worth $513K. The position accounts for 0.19% of the portfolio, ranked #74.

Peloton Wealth Strategists first reported a position in SCZ in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.26M in Q4 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Peloton Wealth Strategists held 6,236 shares of iShares MSCI EAFE Small-Cap ETF worth $513K as of Q2 2026.
  • Peloton Wealth Strategists bought 185 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $15.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.19% of Peloton Wealth Strategists's portfolio in Q2 2026, its #74 holding.
  • Peloton Wealth Strategists first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 20 quarters since.
  • Peloton Wealth Strategists's iShares MSCI EAFE Small-Cap ETF position peaked at $2.26M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.