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

Sequoia 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 		$14.4M Buy
175,462
+48
+0% +$4.02K 0.07% 176
2026
Q1 		$13.8M Sell
175,414
-11,693
-6% -$951K 0.08% 170
2025
Q4 		$14.5M Buy
187,107
+170,001
+994% +$13M 0.08% 167
2025
Q3 		$1.31M Buy
17,106
+10,182
+147% +$762K 0.01% 672
2025
Q2 		$503K Sell
6,924
-46
-0.7% -$3.11K ﹤0.01% 992
2025
Q1 		$443K Sell
6,970
-869
-11% -$54.9K ﹤0.01% 902
2024
Q4 		$476K Sell
7,839
-1,018
-11% -$64.8K ﹤0.01% 825
2024
Q3 		$600K Sell
8,857
-120
-1% -$7.72K 0.01% 688
2024
Q2 		$553K Sell
8,977
-1,080
-11% -$67.7K 0.01% 660
2024
Q1 		$637K Sell
10,057
-809
-7% -$49.5K 0.01% 607
2023
Q4 		$673K Sell
10,866
-254
-2% -$14.5K 0.01% 650
2023
Q3 		$628K Sell
11,120
-8,626
-44% -$509K 0.01% 446
2023
Q2 		$1.16M Sell
19,746
-5,150
-21% -$308K 0.02% 323
2023
Q1 		$1.48M Sell
24,896
-5,073
-17% -$301K 0.03% 253
2022
Q4 		$1.69M Sell
29,969
-85
-0.3% -$4.56K 0.04% 217
2022
Q3 		$1.47M Sell
30,054
-159,684
-84% -$8.76M 0.05% 180
2022
Q2 		$10.4M Buy
189,738
+8,107
+4% +$491K 0.29% 64
2022
Q1 		$12.1M Buy
181,631
+33,886
+23% +$2.3M 0.3% 68
2021
Q4 		$10.8M Buy
147,745
+125,883
+576% +$9.35M 0.29% 69
2021
Q3 		$1.63M Sell
21,862
-79,974
-79% -$6.09M 0.17% 83
2021
Q2 		$7.55M Buy
101,836
+32,381
+47% +$2.43M 0.28% 66
2021
Q1 		$4.99M Buy
69,455
+17,263
+33% +$1.23M 0.21% 73
2020
Q4 		$3.57M Buy
52,192
+14,104
+37% +$890K 0.16% 87
2020
Q3 		$2.25M Buy
38,088
+3,857
+11% +$221K 0.12% 103
2020
Q2 		$1.83M Buy
34,231
+6,433
+23% +$324K 0.11% 97
2020
Q1 		$1.25M Buy
27,798
+6,235
+29% +$347K 0.09% 108
2019
Q4 		$1.34M Sell
21,563
-289
-1% -$17.4K 0.09% 121
2019
Q3 		$1.25M Sell
21,852
-3,982
-15% -$225K 0.09% 115
2019
Q2 		$1.48M Sell
25,834
-26,241
-50% -$1.51M 0.11% 101
2019
Q1 		$2.99M Buy
52,075
+32,572
+167% +$1.82M 0.25% 60
2018
Q4 		$1.01M Sell
19,503
-4,237
-18% -$237K 0.12% 102
2018
Q3 		$1.48M Buy
23,740
+509
+2% +$31.8K 0.15% 92
2018
Q2 		$1.46M Sell
23,231
-841
-3% -$55K 0.16% 89
2018
Q1 		$1.57M Buy
24,072
+5,114
+27% +$337K 0.17% 90
2017
Q4 		$1.22M Buy
18,958
+5,939
+46% +$374K 0.13% 101
2017
Q3 		$807K Buy
13,019
+504
+4% +$30.1K 0.1% 120
2017
Q2 		$724K Buy
12,515
+2,059
+20% +$117K 0.09% 130
2017
Q1 		$566K Buy
10,456
+1,970
+23% +$104K 0.07% 130
2016
Q4 		$423K Buy
8,486
+1,489
+21% +$75.1K 0.06% 153
2016
Q3 		$367K Buy
6,997
+2,824
+68% +$143K 0.07% 143
2016
Q2 		$201K Buy
+4,173
New +$210K 0.06% 231

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

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

Sequoia Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.03% in Q2 2026, buying an estimated $4.02K and bringing the position to 175,462 shares worth $14.4M. The position accounts for 0.07% of the portfolio, ranked #176.

Sequoia Financial Advisors first reported a position in SCZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $14.5M in Q4 2025. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sequoia Financial Advisors held 175,462 shares of iShares MSCI EAFE Small-Cap ETF worth $14.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 48 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.02K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #176 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 41 quarters since.
  • Sequoia Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $14.5M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.