Strategic Blueprint
SCZ icon

Strategic Blueprint’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Strategic Blueprint’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
Q3 		$638K Sell
7,560
-178
-2% -$15.1K 0.03% 402
2026
Q2 		$637K Buy
7,738
+16
+0.2% +$1.34K 0.03% 404
2026
Q1 		$605K Sell
7,722
-605
-7% -$49.2K 0.04% 375
2025
Q4 		$646K Sell
8,327
-2,199
-21% -$169K 0.04% 357
2025
Q3 		$808K Sell
10,526
-88
-0.8% -$6.58K 0.04% 375
2025
Q2 		$771K Sell
10,614
-437
-4% -$29.6K 0.04% 349
2025
Q1 		$702K Sell
11,051
-1,659
-13% -$105K 0.04% 357
2024
Q4 		$772K Sell
12,710
-1,770
-12% -$113K 0.05% 312
2024
Q3 		$980K Sell
14,480
-647
-4% -$41.6K 0.06% 257
2024
Q2 		$932K Buy
15,127
+207
+1% +$13K 0.06% 251
2024
Q1 		$945K Buy
14,920
+526
+4% +$32.2K 0.07% 250
2023
Q4 		$891K Buy
14,394
+198
+1% +$11.3K 0.07% 253
2023
Q3 		$802K Buy
14,196
+317
+2% +$18.7K 0.07% 249
2023
Q2 		$819K Buy
13,879
+127
+0.9% +$7.6K 0.08% 228
2023
Q1 		$818K Buy
13,752
+548
+4% +$32.5K 0.08% 228
2022
Q4 		$746K Buy
13,204
+8,654
+190% +$465K 0.09% 232
2022
Q3 		$222K Sell
4,550
-389
-8% -$21.3K 0.03% 450
2022
Q2 		$270K Sell
4,939
-630
-11% -$38.1K 0.03% 399
2022
Q1 		$369K Sell
5,569
-781
-12% -$53K 0.04% 342
2021
Q4 		$464K Buy
6,350
+60
+1% +$4.46K 0.06% 277
2021
Q3 		$468K Sell
6,290
-139
-2% -$10.6K 0.07% 248
2021
Q2 		$477K Buy
6,429
+54
+0.8% +$4.05K 0.07% 238
2021
Q1 		$458K Buy
6,375
+318
+5% +$22.6K 0.1% 181
2020
Q4 		$414K Sell
6,057
-2,469
-29% -$156K 0.1% 163
2020
Q3 		$503K Sell
8,526
-93
-1% -$5.33K 0.16% 120
2020
Q2 		$462K Sell
8,619
-7,135
-45% -$360K 0.16% 95
2020
Q1 		$706K Buy
+15,754
New +$876K 0.41% 64

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Strategic Blueprint's SCZ Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.3% in Q3 2026, selling an estimated $15.1K and leaving 7,560 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #402.

Strategic Blueprint first reported a position in SCZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $980K in Q3 2024. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Strategic Blueprint held 7,560 shares of iShares MSCI EAFE Small-Cap ETF worth $638K as of Q3 2026.
  • Strategic Blueprint sold 178 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $15.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Strategic Blueprint's portfolio in Q3 2026, its #402 holding.
  • Strategic Blueprint first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Strategic Blueprint's iShares MSCI EAFE Small-Cap ETF position peaked at $980K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.