Raymond James Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Raymond James Financial’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 Q3	$19.7M	Buy	233,167 +15,142	+7%	+$1.29M	0.01%	1554
2026 Q2	$17.9M	Buy	218,025 +7,073	+3%	+$592K	﹤0.01%	1639
2026 Q1	$16.5M	Buy	210,952 +7,065	+3%	+$574K	0.01%	1610
2025 Q4	$15.8M	Buy	203,887 +12,870	+7%	+$987K	﹤0.01%	1610
2025 Q3	$14.7M	Sell	191,017 -91,191	-32%	-$6.82M	﹤0.01%	1637
2025 Q2	$20.5M	Sell	282,208 -59,536	-17%	-$4.03M	0.01%	1354
2025 Q1	$21.7M	Buy	341,744 +116,785	+52%	+$7.38M	0.01%	1245
2024 Q4	$13.7M	Buy	+224,959	New	+$14.3M	0.01%	1603

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial's SCZ Position: Q3 2026 in Review

Raymond James Financial increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.9% in Q3 2026, buying an estimated $1.29M and bringing the position to 233,167 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1554.

Raymond James Financial first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q1 2025. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Raymond James Financial held 233,167 shares of iShares MSCI EAFE Small-Cap ETF worth $19.7M as of Q3 2026.
Raymond James Financial bought 15,142 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.29M.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1554 holding.
Raymond James Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $21.7M in Q1 2025.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.