Ritter Daniher Financial Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ritter Daniher Financial Advisory’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	$1.79K	Buy	22 +1	+5%	+$84	﹤0.01%	553
2026 Q1	$1.68K	Hold	21	–	–	﹤0.01%	553
2025 Q4	$1.66K	Buy	+21	New	+$1.61K	﹤0.01%	560
2023 Q4	–	Sell	-314	Closed	-$17.7K	–	367
2023 Q3	$17.7K	Buy	+314	New	+$18.5K	0.01%	198
2022 Q4	–	Sell	-27	Closed	-$1K	–	304
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	240
2022 Q2	$1K	Sell	27 -176	-87%	-$10.6K	﹤0.01%	239
2022 Q1	$13K	Buy	+203	New	+$13.8K	0.01%	158

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

Ritter Daniher Financial Advisory's SCZ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.8% in Q2 2026, buying an estimated $84 and bringing the position to 22 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Ritter Daniher Financial Advisory first reported a position in SCZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $17.7K in Q3 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ritter Daniher Financial Advisory held 22 shares of iShares MSCI EAFE Small-Cap ETF worth $1.79K as of Q2 2026.
Ritter Daniher Financial Advisory bought 1 iShares MSCI EAFE Small-Cap ETF share in Q2 2026, an estimated $84.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #553 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 7 quarters since.
Ritter Daniher Financial Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $17.7K in Q3 2023.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.