Robertson Stephens Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Robertson Stephens Wealth Management’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	$238K	Hold	2,894	–	–	0.01%	581
2026 Q1	$227K	Buy	2,894 +1	+0%	+$81	0.01%	563
2025 Q4	$224K	Buy	+2,893	New	+$222K	0.01%	580
2025 Q3	–	Sell	-5,440	Closed	-$395K	–	568
2025 Q2	$395K	Buy	+5,440	New	+$368K	0.01%	412
2022 Q2	–	Sell	-7,447	Closed	-$494K	–	410
2022 Q1	$494K	Sell	7,447 -761	-9%	-$51.7K	0.04%	250
2021 Q4	$600K	Buy	8,208 +380	+5%	+$28.2K	0.05%	242
2021 Q3	$582K	Buy	7,828 +309	+4%	+$23.5K	0.07%	186
2021 Q2	$557K	Sell	7,519 -146	-2%	-$11K	0.07%	199
2021 Q1	$550K	Buy	7,665 +3,081	+67%	+$219K	0.09%	168
2020 Q4	$313K	Buy	+4,584	New	+$289K	0.07%	184
2020 Q1	–	Sell	-4,756	Closed	-$296K	–	190
2019 Q4	$296K	Sell	4,756 -9,277	-66%	-$557K	0.15%	86
2019 Q3	$803K	Sell	14,033 -18,269	-57%	-$1.03M	0.41%	53
2019 Q2	$1.85M	Sell	32,302 -1,833	-5%	-$106K	1.8%	18
2019 Q1	$1.96M	Hold	34,135	–	–	1.68%	20
2018 Q4	$1.77M	Buy	+34,135	New	+$1.91M	1.77%	18

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

Robertson Stephens Wealth Management's SCZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,894 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #581.

Robertson Stephens Wealth Management first reported a position in SCZ in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2019. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Robertson Stephens Wealth Management held 2,894 shares of iShares MSCI EAFE Small-Cap ETF worth $238K as of Q2 2026.
Robertson Stephens Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #581 holding.
Robertson Stephens Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.96M in Q1 2019.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.