Strategic Family Wealth Counselors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$1.81M	Sell	23,045 -827	-3%	-$67.2K	0.47%	50
2025 Q4	$1.91M	Sell	23,872 -60	-0.3%	-$4.6K	0.43%	55
2025 Q3	$1.84M	Sell	23,932 -456	-2%	-$34.1K	0.47%	48
2025 Q2	$1.77M	Sell	24,388 -237	-1%	-$16K	0.5%	47
2025 Q1	$1.56M	Sell	24,625 -58	-0.2%	-$3.66K	0.51%	45
2024 Q4	$1.5M	Buy	+24,683	New	+$1.57M	0.49%	47

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Family Wealth Counselors's SCZ Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.5% in Q1 2026, selling an estimated $67.2K and leaving 23,045 shares worth $1.81M. The position accounts for 0.47% of the portfolio, ranked #50.

Strategic Family Wealth Counselors first reported a position in SCZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2025. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Strategic Family Wealth Counselors held 23,045 shares of iShares MSCI EAFE Small-Cap ETF worth $1.81M as of Q1 2026.
Strategic Family Wealth Counselors sold 827 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $67.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.47% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #50 holding.
Strategic Family Wealth Counselors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Strategic Family Wealth Counselors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.91M in Q4 2025.
759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.