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

Provenance Wealth 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	$7.16K	Hold	87	–	–	﹤0.01%	364
2026 Q1	$6.82K	Hold	87	–	–	﹤0.01%	329
2025 Q4	$6.75K	Hold	87	–	–	﹤0.01%	329
2025 Q3	$6.67K	Hold	87	–	–	﹤0.01%	346
2025 Q2	$6.32K	Hold	87	–	–	﹤0.01%	334
2025 Q1	$5.53K	Hold	87	–	–	﹤0.01%	349
2024 Q4	$5.29K	Hold	87	–	–	﹤0.01%	367
2024 Q3	$5.89K	Hold	87	–	–	﹤0.01%	388
2024 Q2	$5.36K	Buy	+87	New	+$5.45K	﹤0.01%	322

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

Provenance Wealth Advisors's SCZ Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 87 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Provenance Wealth Advisors first reported a position in SCZ in Q2 2024 and has held it in 9 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Provenance Wealth Advisors held 87 shares of iShares MSCI EAFE Small-Cap ETF worth $7.16K as of Q2 2026.
Provenance Wealth Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #364 holding.
Provenance Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.