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

Rebalance’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	$593K	Buy	7,205 +99	+1%	+$8.29K	0.03%	73
2026 Q1	$557K	Hold	7,106	–	–	0.03%	72
2025 Q4	$551K	Sell	7,106 -10,152	-59%	-$778K	0.03%	75
2025 Q3	$1.32M	Hold	17,258	–	–	0.08%	56
2025 Q2	$1.25M	Buy	17,258 +258	+2%	+$17.5K	0.09%	55
2025 Q1	$1.08M	Hold	17,000	–	–	0.08%	55
2024 Q4	$1.03M	Sell	17,000 -4,949	-23%	-$315K	0.08%	53
2024 Q3	$1.49M	Buy	21,949 +2	+0%	+$129	0.11%	49
2024 Q2	$1.35M	Hold	21,947	–	–	0.11%	49
2024 Q1	$1.39M	Hold	21,947	–	–	0.11%	51
2023 Q4	$1.36M	Buy	21,947 +1,308	+6%	+$74.7K	0.12%	47
2023 Q3	$1.17M	Hold	20,639	–	–	0.11%	47
2023 Q2	$1.22M	Hold	20,639	–	–	0.12%	46
2023 Q1	$1.23M	Sell	20,639 -1,131	-5%	-$67.2K	0.12%	47
2022 Q4	$1.23M	Buy	+21,770	New	+$1.17M	0.13%	48

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

Rebalance's SCZ Position: Q2 2026 in Review

Rebalance increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $8.29K and bringing the position to 7,205 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #73.

Rebalance first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q3 2024. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Rebalance held 7,205 shares of iShares MSCI EAFE Small-Cap ETF worth $593K as of Q2 2026.
Rebalance bought 99 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.29K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Rebalance's portfolio in Q2 2026, its #73 holding.
Rebalance first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Rebalance's iShares MSCI EAFE Small-Cap ETF position peaked at $1.49M in Q3 2024.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.