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Retirement Planning Group (Kansas)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Retirement Planning Group (Kansas)’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 		$536K Sell
6,838
-2,106
-24% -$171K 0.02% 285
2025
Q4 		$693K Sell
8,944
-784
-8% -$60.1K 0.02% 228
2025
Q3 		$746K Sell
9,728
-510
-5% -$38.2K 0.03% 214
2025
Q2 		$744K Sell
10,238
-611
-6% -$41.4K 0.03% 178
2025
Q1 		$689K Sell
10,849
-7,724
-42% -$488K 0.03% 172
2024
Q4 		$1.13M Sell
18,573
-21,991
-54% -$1.4M 0.06% 118
2024
Q3 		$2.75M Buy
+40,564
New +$2.61M 0.15% 72
2015
Q2 		– Sell
-4,452
Closed -$220K – 62
2015
Q1 		$220K Sell
4,452
-1,472
-25% -$71.2K 0.09% 59
2014
Q4 		$277K Sell
5,924
-2,753
-32% -$130K 0.09% 53
2014
Q3 		$421K Sell
8,677
-3,742
-30% -$191K 0.13% 48
2014
Q2 		$657K Sell
12,419
-487
-4% -$25.4K 0.2% 42
2014
Q1 		$674K Sell
12,906
-1,019
-7% -$52.2K 0.22% 41
2013
Q4 		$710K Sell
13,925
-20,995
-60% -$1.04M 0.25% 38
2013
Q3 		$1.69M Buy
34,920
+1,114
+3% +$51.1K 0.61% 31
2013
Q2 		$1.42M Buy
+33,806
New +$1.5M 0.58% 35

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCZ Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 24% in Q1 2026, selling an estimated $171K and leaving 6,838 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #285.

Retirement Planning Group (Kansas) first reported a position in SCZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.75M in Q3 2024. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Retirement Planning Group (Kansas) held 6,838 shares of iShares MSCI EAFE Small-Cap ETF worth $536K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 2,106 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $171K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #285 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 15 quarters since.
  • Retirement Planning Group (Kansas)'s iShares MSCI EAFE Small-Cap ETF position peaked at $2.75M in Q3 2024.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.