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Sax Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sax Wealth 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 		$2.7M Buy
34,412
+18,408
+115% +$1.54M 0.11% 126
2026
Q1 		$1.24M Hold
16,004
– – 0.06% 168
2025
Q4 		$1.24M Buy
16,004
+221
+1% +$16.9K 0.06% 172
2025
Q3 		$1.21M Sell
15,783
-290
-2% -$21.7K 0.07% 160
2025
Q2 		$1.17M Sell
16,073
-966
-6% -$65.4K 0.07% 157
2025
Q1 		$1.08M Buy
17,039
+1,509
+10% +$95.3K 0.08% 132
2024
Q4 		$943K Buy
15,530
+206
+1% +$13.1K 0.07% 127
2024
Q3 		$1.04M Sell
15,324
-148
-1% -$9.52K 0.09% 87
2024
Q2 		$954K Buy
15,472
+1,023
+7% +$64.1K 0.09% 92
2024
Q1 		$915K Sell
14,449
-439
-3% -$26.9K 0.11% 75
2023
Q4 		$922K Sell
14,888
-521
-3% -$29.8K 0.15% 77
2023
Q3 		$870K Sell
15,409
-235
-2% -$13.9K 0.17% 75
2023
Q2 		$923K Sell
15,644
-90
-0.6% -$5.38K 0.18% 72
2023
Q1 		$936K Hold
15,734
– – 0.2% 68
2022
Q4 		$889K Sell
15,734
-610
-4% -$32.7K 0.21% 63
2022
Q3 		$797K Sell
16,344
-650
-4% -$35.6K 0.21% 68
2022
Q2 		$928K Sell
16,994
-1,054
-6% -$63.8K 0.24% 67
2022
Q1 		$1.2M Sell
18,048
-23,812
-57% -$1.62M 0.29% 52
2021
Q4 		$3.06M Sell
41,860
-362
-0.9% -$26.9K 0.64% 33
2021
Q3 		$3.14M Buy
42,222
+90
+0.2% +$6.85K 0.75% 29
2021
Q2 		$3.12M Buy
42,132
+653
+2% +$49K 1.07% 25
2021
Q1 		$2.98M Sell
41,479
-388
-0.9% -$27.5K 1.09% 26
2020
Q4 		$2.86M Buy
+41,867
New +$2.64M 1.32% 20

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

Sax Wealth Advisors's SCZ Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 115% in Q2 2026, buying an estimated $1.54M and bringing the position to 34,412 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #126.

Sax Wealth Advisors first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.14M in Q3 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sax Wealth Advisors held 34,412 shares of iShares MSCI EAFE Small-Cap ETF worth $2.7M as of Q2 2026.
  • Sax Wealth Advisors bought 18,408 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.54M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3.14M in Q3 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.