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

Sound Stewardship’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 		$11.3M Buy
137,157
+5,227
+4% +$438K 4.65% 5
2026
Q1 		$10.3M Buy
131,930
+650
+0.5% +$52.9K 4.74% 5
2025
Q4 		$10.2M Buy
131,280
+2,468
+2% +$189K 4.88% 5
2025
Q3 		$9.88M Sell
128,812
-720
-0.6% -$53.9K 4.74% 5
2025
Q2 		$9.41M Buy
129,532
+1,949
+2% +$132K 4.86% 5
2025
Q1 		$8.11M Buy
127,583
+1,818
+1% +$115K 4.62% 5
2024
Q4 		$7.64M Buy
125,765
+3,966
+3% +$252K 4.54% 6
2024
Q3 		$8.25M Buy
121,799
+2,512
+2% +$162K 4.63% 5
2024
Q2 		$7.35M Buy
119,287
+1,697
+1% +$106K 4.47% 5
2024
Q1 		$7.45M Buy
117,590
+8,699
+8% +$532K 4.52% 5
2023
Q4 		$6.74M Buy
108,891
+6,484
+6% +$370K 4.46% 7
2023
Q3 		$5.78M Buy
102,407
+263
+0.3% +$15.5K 3.88% 9
2023
Q2 		$6.02M Sell
102,144
-33
-0% -$1.97K 3.97% 8
2023
Q1 		$6.08M Buy
102,177
+3,974
+4% +$236K 4.09% 7
2022
Q4 		$5.55M Buy
+98,203
New +$5.27M 4.1% 7

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

Sound Stewardship's SCZ Position: Q2 2026 in Review

Sound Stewardship increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4% in Q2 2026, buying an estimated $438K and bringing the position to 137,157 shares worth $11.3M. The position accounts for 4.65% of the portfolio, ranked #5.

Sound Stewardship first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sound Stewardship held 137,157 shares of iShares MSCI EAFE Small-Cap ETF worth $11.3M as of Q2 2026.
  • Sound Stewardship bought 5,227 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $438K.
  • iShares MSCI EAFE Small-Cap ETF made up 4.65% of Sound Stewardship's portfolio in Q2 2026, its #5 holding.
  • Sound Stewardship first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.