Planning Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Planning Strategies’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	$658	Buy	+8	New	+$670	﹤0.01%	812

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's SCZ Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 8 shares worth $658. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

745 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Planning Strategies held 8 shares of iShares MSCI EAFE Small-Cap ETF worth $658 as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #812 holding.
745 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.