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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savvy Advisors Inc's SCZ Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 11% in Q1 2026, buying an estimated $105K and bringing the position to 13,054 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #421.

Savvy Advisors Inc first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Savvy Advisors Inc held 13,054 shares of iShares MSCI EAFE Small-Cap ETF worth $1.02M as of Q1 2026.
Savvy Advisors Inc bought 1,297 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $105K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #421 holding.
Savvy Advisors Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.