SI
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Stephens Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stephens Inc’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 		$342K Hold
4,160
– – ﹤0.01% 1021
2026
Q1 		$326K Hold
4,160
– – ﹤0.01% 1003
2025
Q4 		$322K Buy
4,160
+6
+0.1% +$460 ﹤0.01% 1010
2025
Q3 		$319K Hold
4,154
– – ﹤0.01% 1021
2025
Q2 		$302K Sell
4,154
-65
-2% -$4.4K ﹤0.01% 1009
2025
Q1 		$268K Buy
4,219
+342
+9% +$21.6K ﹤0.01% 1034
2024
Q4 		$236K Sell
3,877
-537
-12% -$34.2K ﹤0.01% 1112
2024
Q3 		$299K Sell
4,414
-852
-16% -$54.8K ﹤0.01% 1027
2024
Q2 		$325K Buy
5,266
+14
+0.3% +$878 0.01% 972
2024
Q1 		$333K Hold
5,252
– – 0.01% 976
2023
Q4 		$325K Sell
5,252
-1,000
-16% -$57.1K 0.01% 906
2023
Q3 		$353K Sell
6,252
-74
-1% -$4.37K 0.01% 848
2023
Q2 		$373K Sell
6,326
-55
-0.9% -$3.29K 0.01% 842
2023
Q1 		$380K Buy
6,381
+106
+2% +$6.29K 0.01% 802
2022
Q4 		$354K Sell
6,275
-1,380
-18% -$74.1K 0.01% 809
2022
Q3 		$373K Sell
7,655
-457
-6% -$25.1K 0.01% 801
2022
Q2 		$443K Buy
8,112
+307
+4% +$18.6K 0.01% 762
2022
Q1 		$518K Buy
7,805
+45
+0.6% +$3.06K 0.01% 794
2021
Q4 		$567K Buy
7,760
+1,252
+19% +$93K 0.01% 810
2021
Q3 		$484K Buy
6,508
+64
+1% +$4.87K 0.01% 888
2021
Q2 		$478K Buy
6,444
+20
+0.3% +$1.5K 0.01% 897
2021
Q1 		$462K Buy
6,424
+85
+1% +$6.03K 0.01% 865
2020
Q4 		$433K Buy
6,339
+10
+0.2% +$631 0.01% 816
2020
Q3 		$373K Buy
6,329
+100
+2% +$5.73K 0.01% 814
2020
Q2 		$334K Buy
6,229
+184
+3% +$9.27K 0.01% 810
2020
Q1 		$271K Buy
6,045
+2,765
+84% +$154K 0.01% 802
2019
Q4 		$204K Buy
+3,280
New +$197K ﹤0.01% 1004

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

Stephens Inc's SCZ Position: Q2 2026 in Review

Stephens Inc held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 4,160 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Stephens Inc first reported a position in SCZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $567K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Stephens Inc held 4,160 shares of iShares MSCI EAFE Small-Cap ETF worth $342K as of Q2 2026.
  • Stephens Inc left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1021 holding.
  • Stephens Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Stephens Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $567K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.