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

Pure 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 Q1	$23M	Buy	293,542 +4,452	+2%	+$362K	0.33%	49
2025 Q4	$22.4M	Buy	289,090 +5,681	+2%	+$435K	0.33%	49
2025 Q3	$21.7M	Sell	283,409 -777	-0.3%	-$58.1K	0.35%	49
2025 Q2	$20.7M	Buy	284,186 +131,865	+87%	+$8.92M	0.36%	48
2025 Q1	$9.68M	Sell	152,321 -11,768	-7%	-$743K	0.2%	61
2024 Q4	$9.97M	Sell	164,089 -3,668	-2%	-$233K	0.23%	55
2024 Q3	$11.4M	Sell	167,757 -6,247	-4%	-$402K	0.27%	52
2024 Q2	$10.7M	Sell	174,004 -4,732	-3%	-$297K	0.3%	52
2024 Q1	$11.3M	Sell	178,736 -1,808	-1%	-$111K	0.35%	49
2023 Q4	$11.2M	Buy	180,544 +6,291	+4%	+$359K	0.39%	48
2023 Q3	$9.84M	Sell	174,253 -5,249	-3%	-$310K	0.4%	52
2023 Q2	$10.6M	Sell	179,502 -6,114	-3%	-$366K	0.45%	44
2023 Q1	$11M	Sell	185,616 -3,842	-2%	-$228K	0.51%	40
2022 Q4	$10.7M	Sell	189,458 -7,566	-4%	-$406K	0.55%	39
2022 Q3	$9.61M	Buy	197,024 +36,361	+23%	+$1.99M	0.56%	40
2022 Q2	$8.77M	Sell	160,663 -2,430	-1%	-$147K	0.54%	39
2022 Q1	$10.8M	Sell	163,093 -9,697	-6%	-$659K	0.5%	41
2021 Q4	$12.6M	Buy	172,790 +13,695	+9%	+$1.02M	0.63%	32
2021 Q3	$11.8M	Sell	159,095 -2,017	-1%	-$154K	0.91%	29
2021 Q2	$11.9M	Sell	161,112 -6,152	-4%	-$462K	0.97%	29
2021 Q1	$12M	Sell	167,264 -9,836	-6%	-$698K	1.19%	26
2020 Q4	$12.1M	Sell	177,100 -16,273	-8%	-$1.03M	1.45%	23
2020 Q3	$11.4M	Sell	193,373 -22,165	-10%	-$1.27M	1.67%	18
2020 Q2	$11.6M	Sell	215,538 -31,541	-13%	-$1.59M	1.81%	17
2020 Q1	$11.1M	Buy	247,079 +69,400	+39%	+$3.86M	1.86%	18
2019 Q4	$11.1M	Buy	177,679 +4,631	+3%	+$278K	1.89%	15
2019 Q3	$9.9M	Buy	173,048 +8,648	+5%	+$489K	1.79%	16
2019 Q2	$9.44M	Buy	164,400 +6,831	+4%	+$394K	1.69%	16
2019 Q1	$9.05M	Sell	157,569 -3,312	-2%	-$186K	1.71%	16
2018 Q4	$8.34M	Buy	160,881 +67,911	+73%	+$3.8M	1.69%	17
2018 Q3	$5.79M	Buy	+92,970	New	+$5.81M	1.27%	22
2017 Q4	–	Sell	-78,580	Closed	-$4.87M	–	84
2017 Q3	$4.87M	Sell	78,580 -1,176	-1%	-$70.3K	1.25%	17
2017 Q2	$4.61M	Sell	79,756 -1,274	-2%	-$72.6K	1.24%	17
2017 Q1	$4.39M	Buy	81,030 +2,814	+4%	+$148K	1.27%	16
2016 Q4	$3.9M	Buy	78,216 +3,056	+4%	+$154K	1.17%	17
2016 Q3	$3.94M	Buy	75,160 +3,461	+5%	+$175K	1.27%	15
2016 Q2	$3.46M	Buy	71,699 +4,783	+7%	+$240K	1.19%	16
2016 Q1	$3.31M	Buy	+66,916	New	+$3.15M	1.18%	16

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pure Financial Advisors's SCZ Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.5% in Q1 2026, buying an estimated $362K and bringing the position to 293,542 shares worth $23M. The position accounts for 0.33% of the portfolio, ranked #49.

Pure Financial Advisors first reported a position in SCZ in Q1 2016 and has held it in 38 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Pure Financial Advisors held 293,542 shares of iShares MSCI EAFE Small-Cap ETF worth $23M as of Q1 2026.
Pure Financial Advisors bought 4,452 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $362K.
iShares MSCI EAFE Small-Cap ETF made up 0.33% of Pure Financial Advisors's portfolio in Q1 2026, its #49 holding.
Pure Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and has held it in 38 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.