Root Financial Partners
SCZ icon

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
Q3 		$291K Buy
3,445
+53
+2% +$4.51K 0.01% 327
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

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Natixis Advisors
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TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's SCZ Position: Q3 2026 in Review

Root Financial Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.6% in Q3 2026, buying an estimated $4.51K and bringing the position to 3,445 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #327.

Root Financial Partners first reported a position in SCZ in Q3 2025 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Root Financial Partners held 3,445 shares of iShares MSCI EAFE Small-Cap ETF worth $291K as of Q3 2026.
  • Root Financial Partners bought 53 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $4.51K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #327 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.