Procyon Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Procyon 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	$711K	Sell	8,646 -63	-0.7%	-$5.28K	0.03%	314
2026 Q1	$683K	Sell	8,709 -756	-8%	-$61.5K	0.03%	316
2025 Q4	$734K	Sell	9,465 -84	-0.9%	-$6.44K	0.04%	297
2025 Q3	$733K	Buy	+9,549	New	+$714K	0.04%	270
2020 Q3	–	Sell	-175	Closed	-$9K	–	892
2020 Q2	$9K	Hold	175	–	–	﹤0.01%	690
2020 Q1	$8K	Buy	175 +25	+17%	+$1.39K	0.01%	637
2019 Q4	$9K	Buy	+150	New	+$9.01K	0.01%	690

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

Procyon Advisors's SCZ Position: Q2 2026 in Review

Procyon Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.72% in Q2 2026, selling an estimated $5.28K and leaving 8,646 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #314.

Procyon Advisors first reported a position in SCZ in Q4 2019 and has held it in 7 quarters since. The position peaked at $734K in Q4 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Procyon Advisors held 8,646 shares of iShares MSCI EAFE Small-Cap ETF worth $711K as of Q2 2026.
Procyon Advisors sold 63 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.28K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Procyon Advisors's portfolio in Q2 2026, its #314 holding.
Procyon Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Procyon Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $734K in Q4 2025.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.