Signature Estate & Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Signature Estate & Investment 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	$781K	Sell	9,497 -464	-5%	-$38.9K	0.01%	337
2026 Q1	$781K	Buy	9,961 +1,938	+24%	+$158K	0.02%	323
2025 Q4	$622K	Buy	8,023 +121	+2%	+$9.28K	0.01%	349
2025 Q3	$606K	Buy	7,902 +95	+1%	+$7.11K	0.01%	349
2025 Q2	$567K	Buy	7,807 +323	+4%	+$21.9K	0.01%	343
2025 Q1	$475K	Buy	7,484 +643	+9%	+$40.6K	0.01%	348
2024 Q4	$416K	Buy	6,841 +100	+1%	+$6.36K	0.01%	366
2024 Q3	$456K	Buy	6,741 +166	+3%	+$10.7K	0.01%	323
2024 Q2	$405K	Buy	+6,575	New	+$412K	0.01%	330
2018 Q1	–	Sell	-84,734	Closed	-$5.46M	–	161
2017 Q4	$5.46M	Sell	84,734 -42,238	-33%	-$2.66M	0.56%	39
2017 Q3	$7.87M	Buy	126,972 +1,721	+1%	+$103K	0.88%	33
2017 Q2	$7.25M	Buy	125,251 +4,427	+4%	+$252K	0.86%	36
2017 Q1	$6.54M	Buy	120,824 +5,875	+5%	+$309K	0.82%	37
2016 Q4	$5.73M	Buy	114,949 +2,589	+2%	+$131K	0.79%	38
2016 Q3	$5.89M	Buy	112,360 +669	+0.6%	+$33.9K	0.86%	37
2016 Q2	$5.39M	Buy	111,691 +769	+0.7%	+$38.6K	0.86%	34
2016 Q1	$5.52M	Sell	110,922 -17,453	-14%	-$821K	0.91%	35
2015 Q4	$6.41M	Buy	128,375 +5,675	+5%	+$284K	1.11%	34
2015 Q3	$5.86M	Buy	122,700 +16,483	+16%	+$822K	1.22%	34
2015 Q2	$5.42M	Buy	106,217 +12,355	+13%	+$644K	1.21%	33
2015 Q1	$4.64M	Buy	93,862 +17,603	+23%	+$851K	1.23%	30
2014 Q4	$3.56M	Buy	+76,259	New	+$3.6M	1.18%	27

Other funds holding SCZ

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Signature Estate & Investment Advisors's SCZ Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.7% in Q2 2026, selling an estimated $38.9K and leaving 9,497 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #337.

Signature Estate & Investment Advisors first reported a position in SCZ in Q4 2014 and has held it in 22 quarters since. The position peaked at $7.87M in Q3 2017. 415 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Signature Estate & Investment Advisors held 9,497 shares of iShares MSCI EAFE Small-Cap ETF worth $781K as of Q2 2026.
Signature Estate & Investment Advisors sold 464 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $38.9K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #337 holding.
Signature Estate & Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 22 quarters since.
Signature Estate & Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $7.87M in Q3 2017.
415 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.