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

Roxbury Financial’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 		$2.3K Hold
28
– – ﹤0.01% 374
2026
Q1 		$2.19K Hold
28
– – ﹤0.01% 348
2025
Q4 		$2.17K Hold
28
– – ﹤0.01% 349
2025
Q3 		$2.15K Hold
28
– – ﹤0.01% 344
2025
Q2 		$2.04K Hold
28
– – ﹤0.01% 338
2025
Q1 		$1.76K Hold
28
– – ﹤0.01% 324
2024
Q4 		$1.79K Buy
+28
New +$1.78K ﹤0.01% 360

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Roxbury Financial's SCZ Position: Q2 2026 in Review

Roxbury Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 28 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Roxbury Financial first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Roxbury Financial held 28 shares of iShares MSCI EAFE Small-Cap ETF worth $2.3K as of Q2 2026.
  • Roxbury Financial 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 Roxbury Financial's portfolio in Q2 2026, its #374 holding.
  • Roxbury Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.