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

Summit Financial’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 		$1.89M Sell
23,014
-249
-1% -$20.9K 0.02% 653
2026
Q1 		$1.82M Buy
23,263
+1,723
+8% +$140K 0.02% 603
2025
Q4 		$1.67M Sell
21,540
-626
-3% -$48K 0.02% 531
2025
Q3 		$1.7M Buy
22,166
+11,938
+117% +$893K 0.03% 513
2025
Q2 		$743K Sell
10,228
-885
-8% -$59.9K 0.02% 481
2025
Q1 		$706K Buy
11,113
+326
+3% +$20.6K 0.02% 440
2024
Q4 		$655K Sell
10,787
-384
-3% -$24.4K 0.02% 394
2024
Q3 		$756K Buy
11,171
+2,333
+26% +$150K 0.03% 307
2024
Q2 		$545K Buy
8,838
+1,699
+24% +$107K 0.02% 314
2024
Q1 		$452K Sell
7,139
-210
-3% -$12.8K 0.03% 272
2023
Q4 		$455K Buy
7,349
+55
+0.8% +$3.14K 0.03% 254
2023
Q3 		$412K Buy
7,294
+210
+3% +$12.4K 0.03% 260
2023
Q2 		$418K Buy
7,084
+64
+0.9% +$3.83K 0.03% 252
2023
Q1 		$418K Buy
7,020
+210
+3% +$12.5K 0.04% 189
2022
Q4 		$385K Sell
6,810
-266
-4% -$14.3K 0.04% 191
2022
Q3 		$345K Buy
7,076
+552
+8% +$30.3K 0.03% 203
2022
Q2 		$356K Buy
6,524
+60
+0.9% +$3.63K 0.03% 181
2022
Q1 		$429K Buy
6,464
+3
+0% +$204 0.03% 194
2021
Q4 		$473K Buy
6,461
+88
+1% +$6.53K 0.04% 171
2021
Q3 		$474K Buy
6,373
+214
+3% +$16.3K 0.04% 147
2021
Q2 		$457K Buy
6,159
+2,063
+50% +$155K 0.05% 91
2021
Q1 		$294K Buy
+4,096
New +$291K 0.04% 50

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

Summit Financial's SCZ Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q2 2026, selling an estimated $20.9K and leaving 23,014 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #653.

Summit Financial first reported a position in SCZ in Q1 2021 and has held it in 22 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Summit Financial held 23,014 shares of iShares MSCI EAFE Small-Cap ETF worth $1.89M as of Q2 2026.
  • Summit Financial sold 249 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $20.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #653 holding.
  • Summit Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.