Phillips Financial Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Phillips Financial Management’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	$192K	Hold	2,334	–	–	0.01%	209
2026 Q1	$183K	Hold	2,334	–	–	0.01%	199
2025 Q4	$181K	Hold	2,334	–	–	0.01%	210
2025 Q3	$179K	Hold	2,334	–	–	0.01%	219
2025 Q2	$170K	Hold	2,334	–	–	0.01%	188
2025 Q1	$148K	Sell	2,334 -3	-0.1%	-$190	0.01%	187
2024 Q4	$142K	Hold	2,337	–	–	0.01%	181
2024 Q3	$158K	Buy	2,337 +3	+0.1%	+$193	0.01%	187
2024 Q2	$144K	Buy	2,334 +194	+9%	+$12.2K	0.01%	192
2024 Q1	$136K	Hold	2,140	–	–	0.01%	192
2023 Q4	$132K	Hold	2,140	–	–	0.01%	174
2023 Q3	$121K	Hold	2,140	–	–	0.01%	171
2023 Q2	$126K	Hold	2,140	–	–	0.01%	174
2023 Q1	$127K	Hold	2,140	–	–	0.01%	177
2022 Q4	$121K	Hold	2,140	–	–	0.01%	162
2022 Q3	$104K	Buy	+2,140	New	+$117K	0.01%	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

Phillips Financial Management's SCZ Position: Q2 2026 in Review

Phillips Financial Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,334 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #209.

Phillips Financial Management first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Phillips Financial Management held 2,334 shares of iShares MSCI EAFE Small-Cap ETF worth $192K as of Q2 2026.
Phillips Financial Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #209 holding.
Phillips Financial Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.