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 Q3	$223K	Hold	2,638	–	–	0.02%	181
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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

SJS Investment Consulting's SCZ Position: Q3 2026 in Review

SJS Investment Consulting held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 2,638 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #181.

SJS Investment Consulting first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

SJS Investment Consulting held 2,638 shares of iShares MSCI EAFE Small-Cap ETF worth $223K as of Q3 2026.
SJS Investment Consulting left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of SJS Investment Consulting's portfolio in Q3 2026, its #181 holding.
SJS Investment Consulting first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.