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Stone Summit Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stone Summit Wealth’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 		$287K Sell
3,483
-25
-0.7% -$2.09K 0.07% 128
2026
Q1 		$275K Sell
3,508
-12
-0.3% -$976 0.08% 127
2025
Q4 		$273K Sell
3,520
-51
-1% -$3.91K 0.07% 131
2025
Q3 		$274K Sell
3,571
-434
-11% -$32.5K 0.08% 126
2025
Q2 		$291K Hold
4,005
– – 0.09% 126
2025
Q1 		$254K Sell
4,005
-105
-3% -$6.63K 0.09% 134
2024
Q4 		$250K Sell
4,110
-52
-1% -$3.31K 0.08% 131
2024
Q3 		$282K Sell
4,162
-62
-1% -$3.99K 0.09% 127
2024
Q2 		$260K Hold
4,224
– – 0.09% 129
2024
Q1 		$268K Hold
4,224
– – 0.09% 130
2023
Q4 		$261K Hold
4,224
– – 0.1% 130
2023
Q3 		$239K Sell
4,224
-49
-1% -$2.89K 0.1% 135
2023
Q2 		$252K Buy
4,273
+42
+1% +$2.51K 0.1% 128
2023
Q1 		$252K Sell
4,231
-2,986
-41% -$177K 0.11% 122
2022
Q4 		$408K Sell
7,217
-1,380
-16% -$74.1K 0.2% 95
2022
Q3 		$419K Sell
8,597
-1,065
-11% -$58.4K 0.26% 84
2022
Q2 		$527K Sell
9,662
-2,484
-20% -$150K 0.31% 77
2022
Q1 		$808K Buy
12,146
+720
+6% +$48.9K 0.45% 65
2021
Q4 		$832K Buy
+11,426
New +$848K 0.67% 56

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

Stone Summit Wealth's SCZ Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.71% in Q2 2026, selling an estimated $2.09K and leaving 3,483 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #128.

Stone Summit Wealth first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $832K in Q4 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Stone Summit Wealth held 3,483 shares of iShares MSCI EAFE Small-Cap ETF worth $287K as of Q2 2026.
  • Stone Summit Wealth sold 25 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.09K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Stone Summit Wealth's portfolio in Q2 2026, its #128 holding.
  • Stone Summit Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $832K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.