Sincerus Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sincerus Advisory’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	$2.52M	Buy	30,679 +512	+2%	+$42.9K	1.71%	17
2026 Q1	$2.37M	Buy	30,167 +553	+2%	+$45K	1.79%	16
2025 Q4	$2.3M	Buy	29,614 +1,920	+7%	+$147K	1.85%	16
2025 Q3	$2.12M	Buy	27,694 +2,174	+9%	+$163K	1.82%	14
2025 Q2	$1.9M	Buy	25,520 +2,415	+10%	+$163K	1.79%	15
2025 Q1	$1.47M	Buy	23,105 +346	+2%	+$21.9K	1.55%	20
2024 Q4	$1.38M	Buy	+22,759	New	+$1.45M	1.48%	22

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Sincerus Advisory's SCZ Position: Q2 2026 in Review

Sincerus Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 30,679 shares worth $2.52M. The position accounts for 1.71% of the portfolio, ranked #17.

Sincerus Advisory first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Sincerus Advisory held 30,679 shares of iShares MSCI EAFE Small-Cap ETF worth $2.52M as of Q2 2026.
Sincerus Advisory bought 512 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $42.9K.
iShares MSCI EAFE Small-Cap ETF made up 1.71% of Sincerus Advisory's portfolio in Q2 2026, its #17 holding.
Sincerus Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.