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Sterling Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sterling Financial Planning’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 		$1.32M Sell
15,997
-562
-3% -$47.1K 0.36% 47
2026
Q1 		$1.3M Sell
16,559
-1,104
-6% -$89.8K 0.39% 47
2025
Q4 		$1.37M Sell
17,663
-474
-3% -$36.3K 0.41% 47
2025
Q3 		$1.39M Sell
18,137
-1,285
-7% -$96.1K 0.44% 47
2025
Q2 		$1.41M Sell
19,422
-1,350
-6% -$91.4K 0.47% 46
2025
Q1 		$1.32M Sell
20,772
-354
-2% -$22.4K 0.48% 47
2024
Q4 		$1.28M Buy
21,126
+75
+0.4% +$4.77K 0.47% 46
2024
Q3 		$1.43M Sell
21,051
-226
-1% -$14.5K 0.53% 46
2024
Q2 		$1.31M Sell
21,277
-2,614
-11% -$164K 0.53% 46
2024
Q1 		$1.51M Sell
23,891
-214
-0.9% -$13.1K 0.61% 42
2023
Q4 		$1.49M Buy
24,105
+726
+3% +$41.5K 0.65% 41
2023
Q3 		$1.32M Buy
23,379
+404
+2% +$23.8K 0.68% 39
2023
Q2 		$1.36M Buy
22,975
+491
+2% +$29.4K 0.67% 39
2023
Q1 		$1.34M Sell
22,484
-213
-0.9% -$12.6K 0.73% 38
2022
Q4 		$1.28M Buy
22,697
+743
+3% +$39.9K 0.77% 36
2022
Q3 		$1.07M Buy
21,954
+5,402
+33% +$296K 0.75% 35
2022
Q2 		$904K Sell
16,552
-1,007
-6% -$60.9K 0.64% 35
2022
Q1 		$1.17M Buy
17,559
+1,888
+12% +$128K 0.73% 30
2021
Q4 		$1.15M Buy
15,671
+416
+3% +$30.9K 0.72% 30
2021
Q3 		$1.14M Buy
15,255
+1,180
+8% +$89.8K 0.72% 29
2021
Q2 		$1.04M Buy
14,075
+4,307
+44% +$323K 0.68% 30
2021
Q1 		$702K Buy
+9,768
New +$693K 0.5% 36

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

Sterling Financial Planning's SCZ Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.4% in Q2 2026, selling an estimated $47.1K and leaving 15,997 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #47.

Sterling Financial Planning first reported a position in SCZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q1 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Sterling Financial Planning held 15,997 shares of iShares MSCI EAFE Small-Cap ETF worth $1.32M as of Q2 2026.
  • Sterling Financial Planning sold 562 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $47.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.36% of Sterling Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Sterling Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $1.51M in Q1 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.