SJS Investment Consulting’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SJS Investment Consulting’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	$217K	Sell	2,638 -144	-5%	-$12.1K	0.02%	158
2026 Q1	$218K	Buy	2,782 +502	+22%	+$40.8K	0.03%	144
2025 Q4	$177K	Hold	2,280	–	–	0.02%	149
2025 Q3	$175K	Hold	2,280	–	–	0.02%	141
2025 Q2	$166K	Hold	2,280	–	–	0.03%	106
2025 Q1	$145K	Hold	2,280	–	–	0.02%	112
2024 Q4	$139K	Hold	2,280	–	–	0.02%	111
2024 Q3	$154K	Buy	2,280 +90	+4%	+$5.79K	0.03%	110
2024 Q2	$135K	Hold	2,190	–	–	0.03%	109
2024 Q1	$139K	Hold	2,190	–	–	0.03%	108
2023 Q4	$136K	Hold	2,190	–	–	0.03%	99
2023 Q3	$124K	Hold	2,190	–	–	0.03%	94
2023 Q2	$129K	Hold	2,190	–	–	0.03%	94
2023 Q1	$130K	Hold	2,190	–	–	0.04%	95
2022 Q4	$124K	Sell	2,190 -200	-8%	-$10.7K	0.04%	101
2022 Q3	$117K	Buy	+2,390	New	+$131K	0.04%	106
2022 Q1	$175K	Hold	2,636	–	–	0.05%	97
2021 Q4	$193K	Buy	+2,636	New	+$196K	0.06%	95

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

SJS Investment Consulting's SCZ Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q2 2026, selling an estimated $12.1K and leaving 2,638 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #158.

SJS Investment Consulting first reported a position in SCZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $218K in Q1 2026. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

SJS Investment Consulting held 2,638 shares of iShares MSCI EAFE Small-Cap ETF worth $217K as of Q2 2026.
SJS Investment Consulting sold 144 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #158 holding.
SJS Investment Consulting first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's iShares MSCI EAFE Small-Cap ETF position peaked at $218K in Q1 2026.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.