Steward Partners Investment Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Steward Partners Investment Advisory’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	$3.71M	Buy	45,110 +9,144	+25%	+$766K	0.02%	670
2026 Q1	$2.82M	Buy	35,966 +6,510	+22%	+$529K	0.01%	725
2025 Q4	$2.28M	Buy	29,456 +625	+2%	+$47.9K	0.01%	749
2025 Q3	$2.21M	Sell	28,831 -1,241	-4%	-$92.8K	0.01%	741
2025 Q2	$2.19M	Sell	30,072 -551	-2%	-$37.3K	0.02%	691
2025 Q1	$1.95M	Buy	30,623 +142	+0.5%	+$8.97K	0.02%	665
2024 Q4	$1.85M	Sell	30,481 -252	-0.8%	-$16K	0.02%	665
2024 Q3	$2.08M	Sell	30,733 -1,934	-6%	-$124K	0.02%	607
2024 Q2	$2.01M	Buy	32,667 +285	+0.9%	+$17.9K	0.02%	578
2024 Q1	$2.05M	Buy	32,382 +4,336	+15%	+$265K	0.02%	585
2023 Q4	$1.74M	Buy	28,046 +1,854	+7%	+$106K	0.02%	542
2023 Q3	$1.48M	Sell	26,192 -1,298	-5%	-$76.6K	0.02%	544
2023 Q2	$1.62M	Sell	27,490 -1,217	-4%	-$72.8K	0.02%	542
2023 Q1	$1.71M	Buy	28,707 +607	+2%	+$36K	0.03%	510
2022 Q4	$1.59M	Sell	28,100 -3,868	-12%	-$208K	0.03%	521
2022 Q3	$1.56M	Buy	31,968 +4,578	+17%	+$251K	0.03%	502
2022 Q2	$1.5M	Buy	27,390 +756	+3%	+$45.7K	0.03%	521
2022 Q1	$1.77M	Sell	26,634 -6,160	-19%	-$418K	0.03%	520
2021 Q4	$2.4M	Buy	32,794 +881	+3%	+$65.4K	0.04%	445
2021 Q3	$2.38M	Buy	31,913 +919	+3%	+$69.9K	0.04%	407
2021 Q2	$2.3M	Buy	30,994 +4,578	+17%	+$344K	0.04%	417
2021 Q1	$1.9M	Buy	26,416 +1,920	+8%	+$136K	0.03%	452
2020 Q4	$1.67M	Buy	24,496 +305	+1%	+$19.2K	0.04%	404
2020 Q3	$1.43M	Buy	24,191 +4,875	+25%	+$279K	0.04%	390
2020 Q2	$1.04M	Sell	19,316 -810	-4%	-$40.8K	0.03%	443
2020 Q1	$902K	Sell	20,126 -6,271	-24%	-$349K	0.03%	405
2019 Q4	$1.64M	Buy	26,397 +22,309	+546%	+$1.34M	0.05%	339
2019 Q3	$233K	Buy	4,088 +1,923	+89%	+$109K	0.01%	799
2019 Q2	$124K	Buy	+2,165	New	+$125K	﹤0.01%	972
2018 Q4	–	Sell	-3,029	Closed	-$189K	–	1911
2018 Q3	$189K	Buy	3,029 +2,271	+300%	+$142K	0.01%	739
2018 Q2	$48K	Sell	758 -424	-36%	-$27.7K	﹤0.01%	1115
2018 Q1	$77K	Buy	1,182 +392	+50%	+$25.9K	0.01%	850
2017 Q4	$50K	Buy	790 +152	+24%	+$9.56K	﹤0.01%	827
2017 Q3	$39K	Sell	638 -381	-37%	-$22.8K	﹤0.01%	760
2017 Q2	$58K	Sell	1,019 -1,602	-61%	-$91.3K	0.01%	590
2017 Q1	$141K	Sell	2,621 -1,520	-37%	-$79.9K	0.02%	381
2016 Q4	$206K	Buy	+4,141	New	+$209K	0.09%	179

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Steward Partners Investment Advisory's SCZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 25% in Q2 2026, buying an estimated $766K and bringing the position to 45,110 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #670.

Steward Partners Investment Advisory first reported a position in SCZ in Q4 2016 and has held it in 37 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Steward Partners Investment Advisory held 45,110 shares of iShares MSCI EAFE Small-Cap ETF worth $3.71M as of Q2 2026.
Steward Partners Investment Advisory bought 9,144 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $766K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #670 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 37 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.