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

TFC Financial Management’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 		$142K Sell
1,726
-135
-7% -$11.3K 0.02% 176
2026
Q1 		$146K Sell
1,861
-435
-19% -$35.4K 0.02% 157
2025
Q4 		$178K Sell
2,296
-224
-9% -$17.2K 0.02% 141
2025
Q3 		$193K Sell
2,520
-26
-1% -$1.95K 0.02% 130
2025
Q2 		$185K Buy
2,546
+12
+0.5% +$812 0.03% 133
2025
Q1 		$161K Sell
2,534
-1,715
-40% -$108K 0.02% 140
2024
Q4 		$258K Sell
4,249
-134
-3% -$8.52K 0.04% 110
2024
Q3 		$297K Hold
4,383
– – 0.05% 104
2024
Q2 		$270K Buy
4,383
+81
+2% +$5.08K 0.05% 100
2024
Q1 		$272K Buy
4,302
+327
+8% +$20K 0.05% 92
2023
Q4 		$246K Buy
3,975
+404
+11% +$23.1K 0.05% 98
2023
Q3 		$202K Buy
3,571
+186
+5% +$11K 0.05% 109
2023
Q2 		$200K Sell
3,385
-235
-6% -$14.1K 0.05% 109
2023
Q1 		$215K Buy
3,620
+3,150
+670% +$187K 0.06% 98
2022
Q4 		$26.5K Sell
470
-3,017
-87% -$162K 0.01% 240
2022
Q3 		$170K Buy
3,487
+198
+6% +$10.9K 0.05% 98
2022
Q2 		$180K Buy
3,289
+187
+6% +$11.3K 0.05% 99
2022
Q1 		$206K Hold
3,102
– – 0.06% 99
2021
Q4 		$227K Hold
3,102
– – 0.07% 96
2021
Q3 		$231K Buy
3,102
+375
+14% +$28.5K 0.08% 85
2021
Q2 		$202K Buy
2,727
+255
+10% +$19.1K 0.07% 93
2021
Q1 		$178K Buy
2,472
+31
+1% +$2.2K 0.07% 96
2020
Q4 		$167K Buy
2,441
+1,225
+101% +$77.3K 0.07% 98
2020
Q3 		$72K Buy
+1,216
New +$69.7K 0.04% 148

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

TFC Financial Management's SCZ Position: Q2 2026 in Review

TFC Financial Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.3% in Q2 2026, selling an estimated $11.3K and leaving 1,726 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #176.

TFC Financial Management first reported a position in SCZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $297K in Q3 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • TFC Financial Management held 1,726 shares of iShares MSCI EAFE Small-Cap ETF worth $142K as of Q2 2026.
  • TFC Financial Management sold 135 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #176 holding.
  • TFC Financial Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's iShares MSCI EAFE Small-Cap ETF position peaked at $297K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.