Pinnacle Wealth Management Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pinnacle Wealth Management 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	$2.97M	Sell	36,048 -1,409	-4%	-$118K	0.18%	98
2026 Q1	$2.94M	Sell	37,457 -4,879	-12%	-$397K	0.2%	97
2025 Q4	$3.28M	Sell	42,336 -1,066	-2%	-$81.7K	0.23%	84
2025 Q3	$3.33M	Sell	43,402 -735	-2%	-$55K	0.25%	82
2025 Q2	$3.21M	Sell	44,137 -1,801	-4%	-$122K	0.27%	77
2025 Q1	$2.92M	Sell	45,938 -39,555	-46%	-$2.5M	0.27%	80
2024 Q4	$5.19M	Sell	85,493 -1,506	-2%	-$95.8K	0.49%	51
2024 Q3	$5.89M	Sell	86,999 -1,678	-2%	-$108K	0.56%	43
2024 Q2	$5.47M	Buy	88,677 +1,633	+2%	+$102K	0.56%	38
2024 Q1	$5.51M	Sell	87,044 -5,642	-6%	-$345K	0.59%	37
2023 Q4	$5.74M	Sell	92,686 -19,987	-18%	-$1.14M	0.67%	35
2023 Q3	$6.36M	Buy	112,673 +2,006	+2%	+$118K	0.82%	29
2023 Q2	$6.53M	Buy	110,667 +3,468	+3%	+$207K	0.81%	29
2023 Q1	$6.38M	Buy	107,199 +11,111	+12%	+$660K	0.86%	27
2022 Q4	$5.43M	Buy	96,088 +14,125	+17%	+$758K	0.82%	30
2022 Q3	$4M	Buy	81,963 +10,781	+15%	+$591K	0.66%	39
2022 Q2	$3.89M	Buy	71,182 +525	+0.7%	+$31.8K	0.63%	44
2022 Q1	$4.69M	Buy	70,657 +14,150	+25%	+$961K	0.68%	38
2021 Q4	$4.13M	Buy	56,507 +11,262	+25%	+$836K	0.68%	39
2021 Q3	$3.37M	Buy	45,245 +41,620	+1,148%	+$3.17M	0.79%	31
2021 Q2	$269K	Sell	3,625 -155	-4%	-$11.6K	0.06%	190
2021 Q1	$272K	Hold	3,780	–	–	0.08%	158
2020 Q4	$258K	Hold	3,780	–	–	0.08%	160
2020 Q3	$223K	Sell	3,780 -3,245	-46%	-$186K	0.08%	165
2020 Q2	$377K	Buy	7,025 +1,620	+30%	+$81.6K	0.14%	123
2020 Q1	$242K	Sell	5,405 -84,275	-94%	-$4.68M	0.12%	135
2019 Q4	$5.58M	Buy	89,680 +3,155	+4%	+$190K	2.09%	11
2019 Q3	$4.95M	Buy	86,525 +4,022	+5%	+$227K	2.07%	10
2019 Q2	$4.74M	Buy	82,503 +4,680	+6%	+$270K	2.01%	8
2019 Q1	$4.47M	Buy	77,823 +409	+0.5%	+$22.9K	2.02%	9
2018 Q4	$4.01M	Sell	77,414 -21,745	-22%	-$1.22M	2.17%	8
2018 Q3	$6.18M	Buy	99,159 +8,942	+10%	+$558K	3.05%	5
2018 Q2	$5.66M	Buy	90,217 +3,926	+5%	+$257K	3.04%	6
2018 Q1	$5.63M	Sell	86,291 -1,275	-1%	-$84.1K	3.19%	6
2017 Q4	$5.65M	Buy	87,566 +3,415	+4%	+$215K	3.12%	6
2017 Q3	$5.22M	Buy	84,151 +5,205	+7%	+$311K	3.03%	6
2017 Q2	$4.57M	Buy	78,946 +4,206	+6%	+$240K	2.83%	6
2017 Q1	$4.05M	Buy	74,740 +310	+0.4%	+$16.3K	2.8%	6
2016 Q4	$3.71M	Buy	74,430 +495	+0.7%	+$25K	2.66%	7
2016 Q3	$3.88M	Buy	73,935 +5,735	+8%	+$291K	2.94%	7
2016 Q2	$3.29M	Buy	68,200 +3,305	+5%	+$166K	2.61%	8
2016 Q1	$3.23M	Sell	64,895 -1,325	-2%	-$62.3K	2.87%	7
2015 Q4	$3.31M	Buy	66,220 +550	+0.8%	+$27.5K	3.02%	7
2015 Q3	$3.14M	Buy	65,670 +2,780	+4%	+$139K	3.03%	8
2015 Q2	$3.21M	Buy	62,890 +4,775	+8%	+$249K	2.97%	7
2015 Q1	$2.88M	Buy	58,115 +835	+1%	+$40.4K	2.58%	8
2014 Q4	$2.68M	Buy	+57,280	New	+$2.7M	2.49%	7

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

Pinnacle Wealth Management Advisory Group's SCZ Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.8% in Q2 2026, selling an estimated $118K and leaving 36,048 shares worth $2.97M. The position accounts for 0.18% of the portfolio, ranked #98.

Pinnacle Wealth Management Advisory Group first reported a position in SCZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.53M in Q2 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 36,048 shares of iShares MSCI EAFE Small-Cap ETF worth $2.97M as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 1,409 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $118K.
iShares MSCI EAFE Small-Cap ETF made up 0.18% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #98 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
Pinnacle Wealth Management Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $6.53M in Q2 2023.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.