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

Prosperity Planning’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 		$2.48M Sell
30,107
-396
-1% -$33.2K 0.57% 38
2026
Q1 		$2.39M Sell
30,503
-905
-3% -$73.6K 0.61% 36
2025
Q4 		$2.44M Sell
31,408
-815
-3% -$62.5K 0.64% 37
2025
Q3 		$2.47M Sell
32,223
-1,179
-4% -$88.2K 0.67% 34
2025
Q2 		$2.43M Sell
33,402
-1,325
-4% -$89.7K 0.7% 33
2025
Q1 		$2.21M Buy
34,727
+567
+2% +$35.8K 0.69% 36
2024
Q4 		$2.08M Buy
34,160
+1,443
+4% +$91.8K 0.67% 36
2024
Q3 		$2.21M Sell
32,717
-90
-0.3% -$5.79K 0.7% 35
2024
Q2 		$2.02M Buy
32,807
+162
+0.5% +$10.2K 0.69% 33
2024
Q1 		$2.07M Buy
32,645
+765
+2% +$46.8K 0.72% 31
2023
Q4 		$1.97M Buy
31,880
+522
+2% +$29.8K 0.74% 31
2023
Q3 		$1.77M Sell
31,358
-243
-0.8% -$14.3K 0.74% 30
2023
Q2 		$1.86M Sell
31,601
-346
-1% -$20.7K 0.77% 31
2023
Q1 		$1.9M Sell
31,947
-484
-1% -$28.7K 0.83% 29
2022
Q4 		$1.8M Hold
32,431
– – 0.89% 26
2022
Q3 		$1.58M Buy
32,431
+772
+2% +$42.3K 0.83% 30
2022
Q2 		$1.85M Hold
31,659
– – 0.94% 26
2022
Q1 		$2.13M Hold
31,659
– – 1.04% 25
2021
Q4 		$2.31M Buy
31,659
+1,360
+4% +$101K 1.17% 23
2021
Q3 		$2.25M Sell
30,299
-106
-0.3% -$8.07K 1.23% 24
2021
Q2 		$2.25M Sell
30,405
-601
-2% -$45.1K 1.4% 22
2021
Q1 		$2.23M Buy
31,006
+16
+0.1% +$1.14K 1.58% 20
2020
Q4 		$2.12M Buy
+30,990
New +$1.96M 1.79% 18

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

Prosperity Planning's SCZ Position: Q2 2026 in Review

Prosperity Planning reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, selling an estimated $33.2K and leaving 30,107 shares worth $2.48M. The position accounts for 0.57% of the portfolio, ranked #38.

Prosperity Planning first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Prosperity Planning held 30,107 shares of iShares MSCI EAFE Small-Cap ETF worth $2.48M as of Q2 2026.
  • Prosperity Planning sold 396 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $33.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.57% of Prosperity Planning's portfolio in Q2 2026, its #38 holding.
  • Prosperity Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.