Shakespeare Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.3M | Buy |
307,098
+9,574
| +3% | +$802K | 6.69% | 4 |
|
|
2026
Q1 | $23.3M | Buy |
297,524
+2,580
| +0.9% | +$210K | 5.52% | 6 |
|
|
2025
Q4 | $22.9M | Buy |
294,944
+5,520
| +2% | +$423K | 5.05% | 7 |
|
|
2025
Q3 | $22.2M | Sell |
289,424
-2
| -0% | -$150 | 5.05% | 7 |
|
|
2025
Q2 | $21M | Sell |
289,426
-989
| -0.3% | -$66.9K | 5.61% | 6 |
|
|
2025
Q1 | $18.5M | Buy |
290,415
+2,214
| +0.8% | +$140K | 4.94% | 7 |
|
|
2024
Q4 | $17.5M | Buy |
288,201
+7,581
| +3% | +$482K | 4.72% | 7 |
|
|
2024
Q3 | $19M | Sell |
280,620
-10,502
| -4% | -$676K | 4.97% | 7 |
|
|
2024
Q2 | $17.9M | Sell |
291,122
-51,369
| -15% | -$3.22M | 5.18% | 7 |
|
|
2024
Q1 | $21.7M | Buy |
342,491
+16,493
| +5% | +$1.01M | 6.29% | 6 |
|
|
2023
Q4 | $20.2M | Buy |
325,998
+16,362
| +5% | +$935K | 6.24% | 6 |
|
|
2023
Q3 | $17.5M | Buy |
309,636
+7,742
| +3% | +$457K | 6.13% | 6 |
|
|
2023
Q2 | $17.8M | Buy |
301,894
+7,363
| +2% | +$440K | 6.09% | 6 |
|
|
2023
Q1 | $17.5M | Buy |
294,531
+1,034
| +0.4% | +$61.4K | 6.22% | 6 |
|
|
2022
Q4 | $16.6M | Buy |
293,497
+10,223
| +4% | +$549K | 6.08% | 6 |
|
|
2022
Q3 | $13.8M | Buy |
283,274
+31,776
| +13% | +$1.74M | 5.83% | 6 |
|
|
2022
Q2 | $13.8M | Buy |
251,498
+19,862
| +9% | +$1.2M | 5.6% | 7 |
|
|
2022
Q1 | $15.6M | Buy |
231,636
+18,855
| +9% | +$1.28M | 5.62% | 7 |
|
|
2021
Q4 | $15.6M | Buy |
212,781
+14,962
| +8% | +$1.11M | 5.55% | 7 |
|
|
2021
Q3 | $14.8M | Buy |
197,819
+4,436
| +2% | +$338K | 5.68% | 6 |
|
|
2021
Q2 | $14.7M | Buy |
193,383
+2,014
| +1% | +$151K | 5.66% | 6 |
|
|
2021
Q1 | $13.7M | Sell |
191,369
-3,115
| -2% | -$221K | 5.66% | 7 |
|
|
2020
Q4 | $13.3M | Buy |
194,484
+8,716
| +5% | +$550K | 5.79% | 6 |
|
|
2020
Q3 | $11M | Buy |
185,768
+4,963
| +3% | +$285K | 5.77% | 6 |
|
|
2020
Q2 | $9.7M | Buy |
180,805
+4,134
| +2% | +$208K | 5.66% | 6 |
|
|
2020
Q1 | $7.92M | Buy |
176,671
+30,439
| +21% | +$1.69M | 5.48% | 5 |
|
|
2019
Q4 | $9.11M | Buy |
146,232
+3,301
| +2% | +$198K | 4.93% | 6 |
|
|
2019
Q3 | $8.18M | Buy |
142,931
+6,459
| +5% | +$365K | 4.73% | 7 |
|
|
2019
Q2 | $7.83M | Buy |
136,472
+9,620
| +8% | +$555K | 5.05% | 6 |
|
|
2019
Q1 | $7.29M | Buy |
126,852
+4,788
| +4% | +$268K | 5.46% | 6 |
|
|
2018
Q4 | $6.33M | Sell |
122,064
-30,714
| -20% | -$1.72M | 4.87% | 7 |
|
|
2018
Q3 | $9.52M | Buy |
152,778
+5,110
| +3% | +$319K | 7.34% | 4 |
|
|
2018
Q2 | $9.27M | Buy |
147,668
+5,115
| +4% | +$335K | 8.27% | 4 |
|
|
2018
Q1 | $9.29M | Buy |
142,553
+4,349
| +3% | +$287K | 8.04% | 4 |
|
|
2017
Q4 | $8.91M | Buy |
+138,204
| New | +$8.7M | 8.4% | 4 |
|
Other funds holding SCZ
TWIM
TCIIS
Shakespeare Wealth Management's SCZ Position: Q2 2026 in Review
Shakespeare Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.2% in Q2 2026, buying an estimated $802K and bringing the position to 307,098 shares worth $25.3M. The position accounts for 6.69% of the portfolio, ranked #4.
Shakespeare Wealth Management first reported a position in SCZ in Q4 2017 and has held it in 35 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Shakespeare Wealth Management held 307,098 shares of iShares MSCI EAFE Small-Cap ETF worth $25.3M as of Q2 2026.
- Shakespeare Wealth Management bought 9,574 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $802K.
- iShares MSCI EAFE Small-Cap ETF made up 6.69% of Shakespeare Wealth Management's portfolio in Q2 2026, its #4 holding.
- Shakespeare Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.