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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
Q2 		$279K Buy
3,392
+2,171
+178% +$182K 0.01% 310
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 $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

Root Financial Partners's SCZ Position: Q2 2026 in Review

Root Financial Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 178% in Q2 2026, buying an estimated $182K and bringing the position to 3,392 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #310.

Root Financial Partners first reported a position in SCZ in Q3 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Root Financial Partners held 3,392 shares of iShares MSCI EAFE Small-Cap ETF worth $279K as of Q2 2026.
  • Root Financial Partners bought 2,171 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $182K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #310 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.