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Richard W. Paul & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Richard W. Paul & 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 		$3.86M Buy
46,878
+432
+0.9% +$36.2K 1.18% 20
2026
Q1 		$3.64M Sell
46,446
-527
-1% -$42.8K 1.23% 19
2025
Q4 		$3.64M Buy
46,973
+2,536
+6% +$194K 1.21% 18
2025
Q3 		$3.41M Buy
44,437
+444
+1% +$33.2K 1.16% 18
2025
Q2 		$3.2M Sell
43,993
-390
-0.9% -$26.4K 1.16% 19
2025
Q1 		$2.82M Buy
44,383
+414
+0.9% +$26.2K 1.11% 18
2024
Q4 		$2.67M Buy
43,969
+1,136
+3% +$72.3K 0.97% 20
2024
Q3 		$2.9M Buy
42,833
+503
+1% +$32.4K 1.04% 19
2024
Q2 		$2.61M Buy
42,330
+2,645
+7% +$166K 1.01% 20
2024
Q1 		$2.51M Buy
39,685
+135
+0.3% +$8.26K 1% 23
2023
Q4 		$2.45M Buy
39,550
+1,607
+4% +$91.8K 1.03% 21
2023
Q3 		$2.14M Buy
37,943
+2,694
+8% +$159K 0.98% 23
2023
Q2 		$2.08M Buy
35,249
+1,425
+4% +$85.2K 0.91% 23
2023
Q1 		$2.01M Buy
33,824
+2,279
+7% +$135K 0.93% 25
2022
Q4 		$1.78M Buy
+31,545
New +$1.69M 0.9% 24

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

Richard W. Paul & Associates's SCZ Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.93% in Q2 2026, buying an estimated $36.2K and bringing the position to 46,878 shares worth $3.86M. The position accounts for 1.18% of the portfolio, ranked #20.

Richard W. Paul & Associates first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Richard W. Paul & Associates held 46,878 shares of iShares MSCI EAFE Small-Cap ETF worth $3.86M as of Q2 2026.
  • Richard W. Paul & Associates bought 432 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $36.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.18% of Richard W. Paul & Associates's portfolio in Q2 2026, its #20 holding.
  • Richard W. Paul & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.