Reston Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Reston Wealth Management’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	$2.66M	Buy	32,366 +1,437	+5%	+$120K	0.72%	13
2026 Q1	$2.43M	Sell	30,929 -3,047	-9%	-$248K	0.74%	13
2025 Q4	$2.63M	Buy	33,976 +369	+1%	+$28.3K	0.81%	13
2025 Q3	$2.58M	Buy	33,607 +2,835	+9%	+$212K	0.83%	12
2025 Q2	$2.24M	Buy	30,772 +1,088	+4%	+$73.6K	0.78%	14
2025 Q1	$1.89M	Sell	29,684 -1,833	-6%	-$116K	0.76%	13
2024 Q4	$1.91M	Buy	31,517 +2,908	+10%	+$185K	0.71%	15
2024 Q3	$1.94M	Buy	28,609 +714	+3%	+$45.9K	0.7%	15
2024 Q2	$1.72M	Sell	27,895 -1,504	-5%	-$94.3K	0.69%	16
2024 Q1	$1.86M	Sell	29,399 -2,254	-7%	-$138K	0.76%	15
2023 Q4	$1.96M	Buy	31,653 +603	+2%	+$34.4K	0.9%	14
2023 Q3	$1.75M	Buy	+31,050	New	+$1.83M	0.89%	14

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

Reston Wealth Management's SCZ Position: Q2 2026 in Review

Reston Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.6% in Q2 2026, buying an estimated $120K and bringing the position to 32,366 shares worth $2.66M. The position accounts for 0.72% of the portfolio, ranked #13.

Reston Wealth Management first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Reston Wealth Management held 32,366 shares of iShares MSCI EAFE Small-Cap ETF worth $2.66M as of Q2 2026.
Reston Wealth Management bought 1,437 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $120K.
iShares MSCI EAFE Small-Cap ETF made up 0.72% of Reston Wealth Management's portfolio in Q2 2026, its #13 holding.
Reston Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.