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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
Q2 		$562K Sell
6,826
-12
-0.2% -$1K 0.01% 306
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 $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCZ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.18% in Q2 2026, selling an estimated $1K and leaving 6,826 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #306.

Retirement Planning Group (Kansas) first reported a position in SCZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.75M in Q3 2024. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,826 shares of iShares MSCI EAFE Small-Cap ETF worth $562K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 12 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #306 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s iShares MSCI EAFE Small-Cap ETF position peaked at $2.75M in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.