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Sound Income Strategies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sound Income Strategies’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 		– Sell
-667
Closed -$53.1K – 2058
2026
Q1 		$53.1K Sell
667
-144
-18% -$11.7K ﹤0.01% 793
2025
Q4 		$65.5K Buy
811
+61
+8% +$4.68K ﹤0.01% 702
2025
Q3 		$57.5K Hold
750
– – ﹤0.01% 520
2025
Q2 		$54.5K Buy
750
+8
+1% +$541 ﹤0.01% 499
2025
Q1 		$47.2K Hold
742
– – ﹤0.01% 514
2024
Q4 		$45.1K Buy
742
+10
+1% +$636 ﹤0.01% 495
2024
Q3 		$49.5K Hold
732
– – ﹤0.01% 448
2024
Q2 		$45.1K Buy
+732
New +$45.9K ﹤0.01% 460
2024
Q1 		– Sell
-1,048
Closed -$64.9K – 1437
2023
Q4 		$64.9K Buy
+1,048
New +$59.9K 0.01% 357
2023
Q3 		– Sell
-71
Closed -$4.19K – 1218
2023
Q2 		$4.19K Buy
71
+10
+16% +$598 ﹤0.01% 770
2023
Q1 		$3.63K Sell
61
-1
-2% -$59 ﹤0.01% 747
2022
Q4 		$3.5K Sell
62
-18
-23% -$966 ﹤0.01% 690
2022
Q3 		$4K Sell
80
-395
-83% -$21.7K ﹤0.01% 625
2022
Q2 		$26K Sell
475
-112
-19% -$6.78K ﹤0.01% 314
2022
Q1 		$39K Sell
587
-34
-5% -$2.31K ﹤0.01% 259
2021
Q4 		$45K Sell
621
-60
-9% -$4.46K 0.01% 242
2021
Q3 		$51K Sell
681
-202
-23% -$15.4K 0.01% 226
2021
Q2 		$65K Buy
+883
New +$66.3K 0.01% 209
2018
Q4 		– Sell
-52
Closed -$3K – 779
2018
Q3 		$3K Buy
+52
New +$3.25K ﹤0.01% 517

Other funds holding SCZ

TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Sound Income Strategies's SCZ Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 667 shares — an estimated $53.1K sold.

Sound Income Strategies first reported a position in SCZ in Q3 2018 and held it in 19 quarters. The position peaked at $65.5K in Q4 2025. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 667 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $53.1K.
  • Sound Income Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 19 quarters.
  • Sound Income Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $65.5K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.