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Prospera Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Prospera Financial Services’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 		$371K Sell
4,509
-2,713
-38% -$227K 0.01% 1164
2026
Q1 		$566K Buy
7,222
+558
+8% +$45.4K 0.01% 938
2025
Q4 		$517K Buy
6,664
+585
+10% +$44.8K 0.01% 914
2025
Q3 		$467K Sell
6,079
-345
-5% -$25.8K 0.01% 960
2025
Q2 		$467K Sell
6,424
-235
-4% -$15.9K 0.01% 929
2025
Q1 		$423K Sell
6,659
-517
-7% -$32.7K 0.01% 849
2024
Q4 		$436K Sell
7,176
-59
-0.8% -$3.75K 0.01% 786
2024
Q3 		$490K Buy
7,235
+168
+2% +$10.8K 0.01% 726
2024
Q2 		$436K Buy
7,067
+1,901
+37% +$119K 0.01% 758
2024
Q1 		$328K Buy
5,166
+330
+7% +$20.2K 0.01% 870
2023
Q4 		$299K Buy
4,836
+208
+4% +$11.9K 0.01% 850
2023
Q3 		$262K Buy
+4,628
New +$273K 0.01% 853
2022
Q3 		– Sell
-3,066
Closed -$168K – 1458
2022
Q2 		$168K Sell
3,066
-101
-3% -$6.11K 0.01% 775
2022
Q1 		$211K Buy
3,167
+2
+0.1% +$136 0.01% 874
2021
Q4 		$232K Buy
+3,165
New +$235K 0.01% 789
2020
Q4 		– Sell
-574
Closed -$34K – 1402
2020
Q3 		$34K Buy
+574
New +$32.9K 0.01% 749
2020
Q2 		– Sell
-4,590
Closed -$206K – 600
2020
Q1 		$206K Sell
4,590
-895
-16% -$49.7K 0.02% 461
2019
Q4 		$342K Buy
5,485
+988
+22% +$59.4K 0.03% 453
2019
Q3 		$257K Buy
+4,497
New +$254K 0.03% 464

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

Prospera Financial Services's SCZ Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 38% in Q2 2026, selling an estimated $227K and leaving 4,509 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1164.

Prospera Financial Services first reported a position in SCZ in Q3 2019 and has held it in 19 quarters since. The position peaked at $566K in Q1 2026. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Prospera Financial Services held 4,509 shares of iShares MSCI EAFE Small-Cap ETF worth $371K as of Q2 2026.
  • Prospera Financial Services sold 2,713 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $227K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1164 holding.
  • Prospera Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 19 quarters since.
  • Prospera Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $566K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.