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Savvy Advisors Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Savvy Advisors Inc’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 		$860K Sell
10,456
-2,598
-20% -$218K 0.02% 572
2026
Q1 		$1.02M Buy
13,054
+1,297
+11% +$105K 0.03% 421
2025
Q4 		$912K Buy
11,757
+4,917
+72% +$377K 0.03% 387
2025
Q3 		$525K Sell
6,840
-243
-3% -$18.2K 0.02% 416
2025
Q2 		$515K Buy
7,083
+866
+14% +$58.6K 0.03% 343
2025
Q1 		$395K Buy
6,217
+629
+11% +$39.7K 0.04% 331
2024
Q4 		$339K Buy
5,588
+2,404
+76% +$153K 0.04% 317
2024
Q3 		$216K Sell
3,184
-1,208
-28% -$77.7K 0.04% 323
2024
Q2 		$271K Sell
4,392
-926
-17% -$58.1K 0.09% 227
2024
Q1 		$337K Sell
5,318
-1,889
-26% -$116K 0.19% 147
2023
Q4 		$446K Buy
+7,207
New +$412K 0.43% 70

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

Savvy Advisors Inc's SCZ Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 20% in Q2 2026, selling an estimated $218K and leaving 10,456 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #572.

Savvy Advisors Inc first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Savvy Advisors Inc held 10,456 shares of iShares MSCI EAFE Small-Cap ETF worth $860K as of Q2 2026.
  • Savvy Advisors Inc sold 2,598 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $218K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #572 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $1.02M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.