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Root Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Root Financial Partners’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
Q1 		$95.7K Buy
1,221
+1,175
+2,554% +$95.5K ﹤0.01% 580
2025
Q4 		$3.55K Hold
46
– – ﹤0.01% 1867
2025
Q3 		$3.5K Buy
+46
New +$3.44K ﹤0.01% 1841

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's SCZ Position: Q1 2026 in Review

Root Financial Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2,554% in Q1 2026, buying an estimated $95.5K and bringing the position to 1,221 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Root Financial Partners first reported a position in SCZ in Q3 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Root Financial Partners held 1,221 shares of iShares MSCI EAFE Small-Cap ETF worth $95.7K as of Q1 2026.
  • Root Financial Partners bought 1,175 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $95.5K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #580 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.