Richard P. Slaughter Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Richard P. Slaughter Associates’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	$503K	Hold	6,108	–	–	0.1%	72
2026 Q1	$479K	Hold	6,108	–	–	0.1%	72
2025 Q4	$474K	Sell	6,108 -145	-2%	-$11.1K	0.1%	72
2025 Q3	$480K	Sell	6,253 -1,016	-14%	-$76K	0.1%	76
2025 Q2	$528K	Sell	7,269 -80	-1%	-$5.41K	0.11%	81
2025 Q1	$467K	Sell	7,349 -731	-9%	-$46.2K	0.11%	85
2024 Q4	$491K	Hold	8,080	–	–	0.11%	107
2024 Q3	$547K	Sell	8,080 -493	-6%	-$31.7K	0.13%	109
2024 Q2	$528K	Buy	8,573 +80	+0.9%	+$5.02K	0.12%	108
2024 Q1	$538K	Sell	8,493 -260	-3%	-$15.9K	0.13%	113
2023 Q4	$542K	Buy	+8,753	New	+$500K	0.13%	116

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

Richard P. Slaughter Associates's SCZ Position: Q2 2026 in Review

Richard P. Slaughter Associates held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6,108 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #72.

Richard P. Slaughter Associates first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $547K in Q3 2024. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Richard P. Slaughter Associates held 6,108 shares of iShares MSCI EAFE Small-Cap ETF worth $503K as of Q2 2026.
Richard P. Slaughter Associates left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #72 holding.
Richard P. Slaughter Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Richard P. Slaughter Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $547K in Q3 2024.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.