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

Professional 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 		$3.84M Sell
46,618
-11,874
-20% -$994K 0.66% 25
2026
Q1 		$4.59M Buy
+58,492
New +$4.76M 0.93% 18
2025
Q4 		– Sell
-77,927
Closed -$5.98M – 134
2025
Q3 		$5.98M Buy
77,927
+2,155
+3% +$161K 1.26% 12
2025
Q2 		$5.51M Buy
+75,772
New +$5.13M 1.28% 10
2023
Q3 		– Sell
-107,382
Closed -$6.33M – 94
2023
Q2 		$6.33M Buy
+107,382
New +$6.42M 3.27% 6
2023
Q1 		– Sell
-15,768
Closed -$891K – 78
2022
Q4 		$891K Buy
15,768
+15,690
+20,115% +$842K 0.6% 35
2022
Q3 		$4K Hold
78
– – ﹤0.01% 393
2022
Q2 		$4K Sell
78
-138
-64% -$8.35K ﹤0.01% 391
2022
Q1 		$14K Sell
216
-2,161
-91% -$147K 0.01% 276
2021
Q4 		$174K Sell
2,377
-125
-5% -$9.28K 0.08% 105
2021
Q3 		$186K Sell
2,502
-5
-0.2% -$381 0.11% 85
2021
Q2 		$186K Sell
2,507
-141,577
-98% -$10.6M 0.1% 92
2021
Q1 		$10.4M Buy
144,084
+3,354
+2% +$238K 6.43% 5
2020
Q4 		$9.62M Buy
140,730
+3,194
+2% +$202K 7.58% 2
2020
Q3 		$7.83M Buy
+137,536
New +$7.88M 7.3% 2

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Professional Financial Advisors's SCZ Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 20% in Q2 2026, selling an estimated $994K and leaving 46,618 shares worth $3.84M. The position accounts for 0.66% of the portfolio, ranked #25.

Professional Financial Advisors first reported a position in SCZ in Q3 2020 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2021. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Professional Financial Advisors held 46,618 shares of iShares MSCI EAFE Small-Cap ETF worth $3.84M as of Q2 2026.
  • Professional Financial Advisors sold 11,874 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $994K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.66% of Professional Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 15 quarters since.
  • Professional Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $10.4M in Q1 2021.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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