RPg Family Wealth Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

RPg Family Wealth Advisory’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	$1.86M	Sell	22,609 -5	-0%	-$419	0.31%	83
2026 Q1	$1.77M	Buy	22,614 +1,957	+9%	+$159K	0.37%	82
2025 Q4	$1.6M	Sell	20,657 -423	-2%	-$32.4K	0.35%	80
2025 Q3	$1.62M	Sell	21,080 -781	-4%	-$58.4K	0.35%	80
2025 Q2	$1.59M	Sell	21,861 -715	-3%	-$48.4K	0.42%	73
2025 Q1	$1.43M	Buy	22,576 +320	+1%	+$20.2K	0.41%	69
2024 Q4	$1.35M	Buy	22,256 +35	+0.2%	+$2.23K	0.48%	56
2024 Q3	$1.5M	Buy	22,221 +296	+1%	+$19K	0.49%	61
2024 Q2	$1.35M	Buy	+21,925	New	+$1.37M	0.44%	66
2022 Q2	–	Sell	-26,935	Closed	-$1.79M	–	280
2022 Q1	$1.79M	Sell	26,935 -8	-0%	-$543	0.76%	42
2021 Q4	$1.97M	Buy	26,943 +11,681	+77%	+$867K	0.78%	41
2021 Q3	$1.14M	Buy	15,262 +4	+0%	+$304	0.48%	47
2021 Q2	$1.13M	Buy	+15,258	New	+$1.15M	0.46%	53
2020 Q4	$794K	Buy	11,617 +317	+3%	+$20K	0.37%	58
2020 Q3	$667K	Sell	11,300 -14	-0.1%	-$803	0.35%	61
2020 Q2	$607K	Buy	11,314 +173	+2%	+$8.72K	0.37%	61
2020 Q1	$499K	Sell	11,141 -2,410	-18%	-$134K	0.39%	53
2019 Q4	$844K	Sell	13,551 -2,715	-17%	-$163K	0.49%	50
2019 Q3	$931K	Sell	16,266 -305	-2%	-$17.2K	0.56%	45
2019 Q2	$951K	Sell	16,571 -489	-3%	-$28.2K	0.56%	45
2019 Q1	$980K	Buy	+17,060	New	+$956K	0.58%	45
2017 Q3	–	Sell	-1,614	Closed	-$93.4K	–	311
2017 Q2	$93.4K	Buy	1,614 +445	+38%	+$25.4K	0.08%	77
2017 Q1	$63.3K	Buy	+1,169	New	+$61.4K	0.05%	115

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

RPg Family Wealth Advisory's SCZ Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.02% in Q2 2026, selling an estimated $419 and leaving 22,609 shares worth $1.86M. The position accounts for 0.31% of the portfolio, ranked #83.

RPg Family Wealth Advisory first reported a position in SCZ in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.97M in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

RPg Family Wealth Advisory held 22,609 shares of iShares MSCI EAFE Small-Cap ETF worth $1.86M as of Q2 2026.
RPg Family Wealth Advisory sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $419.
iShares MSCI EAFE Small-Cap ETF made up 0.31% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #83 holding.
RPg Family Wealth Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 23 quarters since.
RPg Family Wealth Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $1.97M in Q4 2021.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.