Plante Moran Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-16	Closed	-$1.25K	–	1638
2026 Q1	$1.25K	Sell	16 -35	-69%	-$2.85K	﹤0.01%	660
2025 Q4	$3.95K	Buy	+51	New	+$3.91K	﹤0.01%	659
2025 Q1	–	Sell	-32	Closed	-$1.94K	–	935
2024 Q4	$1.94K	Buy	32 +26	+433%	+$1.65K	﹤0.01%	785
2024 Q3	$406	Hold	6	–	–	﹤0.01%	839
2024 Q2	$370	Sell	6 -175	-97%	-$11K	﹤0.01%	751
2024 Q1	$11.5K	Hold	181	–	–	﹤0.01%	583
2023 Q4	$11.2K	Hold	181	–	–	﹤0.01%	540
2023 Q3	$10.2K	Sell	181 -26	-13%	-$1.53K	﹤0.01%	530
2023 Q2	$12.2K	Sell	207 -79	-28%	-$4.72K	﹤0.01%	523
2023 Q1	$17K	Buy	+286	New	+$17K	﹤0.01%	482
2022 Q2	–	Sell	-141	Closed	-$9K	–	1046
2022 Q1	$9K	Hold	141	–	–	﹤0.01%	616
2021 Q4	$10K	Hold	141	–	–	﹤0.01%	689
2021 Q3	$10K	Hold	141	–	–	﹤0.01%	696
2021 Q2	$10K	Hold	141	–	–	﹤0.01%	683
2021 Q1	$10K	Hold	141	–	–	﹤0.01%	651
2020 Q4	$10K	Hold	141	–	–	﹤0.01%	628
2020 Q3	$8K	Hold	141	–	–	﹤0.01%	636
2020 Q2	$8K	Hold	141	–	–	﹤0.01%	545
2020 Q1	$6K	Hold	141	–	–	﹤0.01%	555
2019 Q4	$9K	Sell	141 -206	-59%	-$12.4K	﹤0.01%	558
2019 Q3	$20K	Buy	347 +206	+146%	+$11.6K	0.01%	502
2019 Q2	$8K	Sell	141 -189	-57%	-$10.9K	﹤0.01%	594
2019 Q1	$19K	Sell	330 -104	-24%	-$5.83K	0.01%	481
2018 Q4	$22K	Buy	434 +104	+32%	+$5.82K	0.01%	423
2018 Q3	$21K	Hold	330	–	–	0.01%	431
2018 Q2	$21K	Hold	330	–	–	0.01%	467
2018 Q1	$22K	Hold	330	–	–	0.01%	484
2017 Q4	$21K	Hold	330	–	–	0.01%	493
2017 Q3	$20K	Hold	330	–	–	0.01%	464
2017 Q2	$19K	Hold	330	–	–	0.01%	479
2017 Q1	$18K	Hold	330	–	–	0.01%	496
2016 Q4	$16K	Hold	330	–	–	0.01%	514
2016 Q3	$17K	Buy	330 +189	+134%	+$9.58K	0.01%	520
2016 Q2	$7K	Hold	141	–	–	0.01%	580
2016 Q1	$7K	Sell	141 -759	-84%	-$35.7K	0.01%	540
2015 Q4	$45K	Buy	900 +759	+538%	+$37.9K	0.03%	296
2015 Q3	$7K	Hold	141	–	–	0.01%	540
2015 Q2	$7K	Hold	141	–	–	0.01%	579
2015 Q1	$7K	Hold	141	–	–	﹤0.01%	575
2014 Q4	$7K	Hold	141	–	–	0.01%	610
2014 Q3	$7K	Hold	141	–	–	0.01%	626
2014 Q2	$7K	Buy	+141	New	+$7.37K	0.01%	618

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

Plante Moran Financial Advisors's SCZ Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 16 shares — an estimated $1.25K sold.

Plante Moran Financial Advisors first reported a position in SCZ in Q2 2014 and held it in 42 quarters. The position peaked at $45K in Q4 2015. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Plante Moran Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 16 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.25K.
Plante Moran Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2014 and held it in 42 quarters.
Plante Moran Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $45K in Q4 2015.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.