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

RTD Financial Advisors’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	$13.9M	Sell	169,510 -1,347	-0.8%	-$113K	1.52%	21
2026 Q1	$13.4M	Sell	170,857 -1,443	-0.8%	-$117K	1.65%	20
2025 Q4	$13.4M	Sell	172,300 -3,324	-2%	-$255K	1.63%	21
2025 Q3	$13.5M	Buy	175,624 +1,869	+1%	+$140K	1.62%	20
2025 Q2	$12.6M	Sell	173,755 -5,271	-3%	-$357K	1.62%	21
2025 Q1	$11.4M	Buy	179,026 +10,160	+6%	+$642K	1.53%	21
2024 Q4	$10.3M	Buy	168,866 +11,162	+7%	+$710K	1.32%	23
2024 Q3	$10.7M	Buy	157,704 +5,337	+4%	+$343K	1.35%	23
2024 Q2	$9.39M	Buy	152,367 +5,131	+3%	+$322K	1.26%	22
2024 Q1	$9.32M	Buy	147,236 +3,003	+2%	+$184K	1.25%	25
2023 Q4	$8.93M	Sell	144,233 -10,672	-7%	-$610K	1.25%	25
2023 Q3	$8.75M	Buy	154,905 +2,879	+2%	+$170K	1.34%	22
2023 Q2	$8.97M	Buy	152,026 +12,292	+9%	+$735K	1.3%	22
2023 Q1	$8.32M	Buy	139,734 +4,574	+3%	+$272K	1.29%	23
2022 Q4	$7.63M	Sell	135,160 -2,737	-2%	-$147K	1.24%	24
2022 Q3	$6.73M	Buy	137,897 +8,203	+6%	+$450K	1.24%	22
2022 Q2	$7.08M	Buy	129,694 +23,960	+23%	+$1.45M	1.09%	28
2022 Q1	$7.01M	Buy	105,734 +1,467	+1%	+$99.6K	0.95%	28
2021 Q4	$7.62M	Buy	+104,267	New	+$7.74M	1%	24

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

RTD Financial Advisors's SCZ Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.79% in Q2 2026, selling an estimated $113K and leaving 169,510 shares worth $13.9M. The position accounts for 1.52% of the portfolio, ranked #21.

RTD Financial Advisors first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

RTD Financial Advisors held 169,510 shares of iShares MSCI EAFE Small-Cap ETF worth $13.9M as of Q2 2026.
RTD Financial Advisors sold 1,347 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $113K.
iShares MSCI EAFE Small-Cap ETF made up 1.52% of RTD Financial Advisors's portfolio in Q2 2026, its #21 holding.
RTD Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.