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

Simplicity Wealth’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 		$434K Sell
5,273
-503
-9% -$42.1K 0.01% 699
2026
Q1 		$453K Sell
5,776
-349
-6% -$28.4K 0.03% 475
2025
Q4 		$475K Sell
6,125
-1,030
-14% -$79K 0.03% 447
2025
Q3 		$549K Sell
7,155
-6,775
-49% -$507K 0.03% 419
2025
Q2 		$1.01M Buy
13,930
+6,430
+86% +$435K 0.04% 329
2025
Q1 		$476K Buy
+7,500
New +$474K 0.04% 354
2024
Q4 		– Sell
-3,386
Closed -$229K – 480
2024
Q3 		$229K Sell
3,386
-64,526
-95% -$4.15M 0.02% 447
2024
Q2 		$4.19M Buy
67,912
+9,246
+16% +$580K 0.09% 213
2024
Q1 		$3.72M Buy
58,666
+54,901
+1,458% +$3.36M 0.09% 234
2023
Q4 		$233K Buy
+3,765
New +$215K 0.09% 161

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

Simplicity Wealth's SCZ Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.7% in Q2 2026, selling an estimated $42.1K and leaving 5,273 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #699.

Simplicity Wealth first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.19M in Q2 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Simplicity Wealth held 5,273 shares of iShares MSCI EAFE Small-Cap ETF worth $434K as of Q2 2026.
  • Simplicity Wealth sold 503 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $42.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #699 holding.
  • Simplicity Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $4.19M in Q2 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.