Squire Investment Management Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Squire Investment Management Company’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	$1.34M	Buy	16,336 +440	+3%	+$36.8K	0.32%	40
2026 Q1	$1.25M	Hold	15,896	–	–	0.35%	36
2025 Q4	$1.23M	Hold	15,896	–	–	0.37%	33
2025 Q3	$1.22M	Hold	15,896	–	–	0.4%	33
2025 Q2	$1.16M	Hold	15,896	–	–	0.43%	33
2025 Q1	$1.01M	Sell	15,896 -13,366	-46%	-$844K	0.42%	34
2024 Q4	$1.78M	Buy	29,262 +6,828	+30%	+$434K	0.78%	21
2024 Q3	$1.52M	Buy	22,434 +2,707	+14%	+$174K	0.72%	23
2024 Q2	$1.22M	Buy	19,727 +2,187	+12%	+$137K	0.69%	23
2024 Q1	$1.11M	Buy	17,540 +2,204	+14%	+$135K	0.7%	22
2023 Q4	$949K	Buy	+15,336	New	+$876K	0.77%	19

Other funds holding SCZ

BlackRock New York $6.73T AUM 46.02% 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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Squire Investment Management Company's SCZ Position: Q2 2026 in Review

Squire Investment Management Company increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.8% in Q2 2026, buying an estimated $36.8K and bringing the position to 16,336 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #40.

Squire Investment Management Company first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2024. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Squire Investment Management Company held 16,336 shares of iShares MSCI EAFE Small-Cap ETF worth $1.34M as of Q2 2026.
Squire Investment Management Company bought 440 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $36.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.32% of Squire Investment Management Company's portfolio in Q2 2026, its #40 holding.
Squire Investment Management Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Squire Investment Management Company's iShares MSCI EAFE Small-Cap ETF position peaked at $1.78M in Q4 2024.
504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.