SFS
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Sowell Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sowell Financial Services’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 		$2.84M Buy
34,519
+1,994
+6% +$167K 0.09% 236
2026
Q1 		$2.55M Buy
32,525
+249
+0.8% +$20.2K 0.09% 231
2025
Q4 		$2.5M Buy
32,276
+1,520
+5% +$117K 0.09% 226
2025
Q3 		$2.36M Buy
30,756
+1,068
+4% +$79.9K 0.09% 247
2025
Q2 		$2.16M Buy
29,688
+1,505
+5% +$102K 0.09% 244
2025
Q1 		$1.79M Buy
28,183
+1,930
+7% +$122K 0.08% 262
2024
Q4 		$1.59M Buy
26,253
+6,859
+35% +$436K 0.08% 244
2024
Q3 		$1.31M Sell
19,394
-78
-0.4% -$5.02K 0.06% 306
2024
Q2 		$1.2M Buy
19,472
+297
+2% +$18.6K 0.06% 307
2024
Q1 		$1.21M Sell
19,175
-3,067
-14% -$188K 0.06% 312
2023
Q4 		$1.38M Buy
22,242
+58
+0.3% +$3.31K 0.07% 280
2023
Q3 		$1.25M Sell
22,184
-2,998
-12% -$177K 0.08% 275
2023
Q2 		$1.49M Buy
25,182
+6,473
+35% +$387K 0.08% 272
2023
Q1 		$1.11M Sell
18,709
-9,514
-34% -$565K 0.09% 277
2022
Q4 		$1.59M Sell
28,223
-2,667
-9% -$143K 0.1% 226
2022
Q3 		$1.51M Buy
+30,890
New +$1.69M 0.15% 174
2022
Q1 		– Sell
-11,451
Closed -$838K – 446
2021
Q4 		$838K Sell
11,451
-29,726
-72% -$2.21M 0.05% 363
2021
Q3 		$3.06M Sell
41,177
-148
-0.4% -$11.3K 0.21% 116
2021
Q2 		$3.06M Sell
41,325
-4,269
-9% -$320K 0.2% 129
2021
Q1 		$3.42M Buy
45,594
+6,972
+18% +$495K 0.12% 166
2020
Q4 		$2.64M Sell
38,622
-3,780
-9% -$239K 0.11% 163
2020
Q3 		$2.5M Buy
42,402
+1,308
+3% +$75K 0.12% 145
2020
Q2 		$2.2M Buy
41,094
+348
+0.9% +$17.5K 0.12% 163
2020
Q1 		$1.83M Sell
40,746
-2,512
-6% -$140K 0.14% 170
2019
Q4 		$2.69M Buy
43,258
+30,820
+248% +$1.85M 0.21% 104
2019
Q3 		$712K Buy
+12,438
New +$703K 0.06% 319
2019
Q1 		$1.02M Sell
17,846
-4,331
-20% -$243K 0.11% 195
2018
Q4 		$1.15M Buy
+22,177
New +$1.24M 0.16% 142

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

Sowell Financial Services's SCZ Position: Q2 2026 in Review

Sowell Financial Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.1% in Q2 2026, buying an estimated $167K and bringing the position to 34,519 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #236.

Sowell Financial Services first reported a position in SCZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.42M in Q1 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sowell Financial Services held 34,519 shares of iShares MSCI EAFE Small-Cap ETF worth $2.84M as of Q2 2026.
  • Sowell Financial Services bought 1,994 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #236 holding.
  • Sowell Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $3.42M in Q1 2021.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.