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

SYM Financial Corp’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	$2.06K	Hold	25	–	–	﹤0.01%	510
2026 Q1	$1.96K	Hold	25	–	–	﹤0.01%	410
2025 Q4	$1.94K	Buy	+25	New	+$1.92K	﹤0.01%	413
2023 Q4	–	Sell	-84	Closed	-$4.74K	–	196
2023 Q3	$4.74K	Buy	+84	New	+$4.96K	﹤0.01%	172
2022 Q3	–	Sell	-33	Closed	-$2K	–	120
2022 Q2	$2K	Sell	33 -152	-82%	-$9.2K	﹤0.01%	111
2022 Q1	$12K	Buy	+185	New	+$12.6K	0.01%	99
2020 Q4	–	Sell	-185	Closed	-$11K	–	86
2020 Q3	$11K	Buy	+185	New	+$10.6K	0.01%	65
2019 Q3	–	Sell	-64	Closed	-$4K	–	71
2019 Q2	$4K	Buy	+64	New	+$3.69K	﹤0.01%	69
2018 Q1	–	Sell	-23	Closed	-$1K	–	75
2017 Q4	$1K	Buy	+23	New	+$1.45K	﹤0.01%	75

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

SYM Financial Corp's SCZ Position: Q2 2026 in Review

SYM Financial Corp held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 25 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

SYM Financial Corp first reported a position in SCZ in Q4 2017 and has held it in 9 quarters since. The position peaked at $12K in Q1 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

SYM Financial Corp held 25 shares of iShares MSCI EAFE Small-Cap ETF worth $2.06K as of Q2 2026.
SYM Financial Corp left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #510 holding.
SYM Financial Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 9 quarters since.
SYM Financial Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $12K in Q1 2022.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.