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

Tilson Financial Group’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	$1.03M	Sell	12,534 -230	-2%	-$19.3K	0.28%	36
2026 Q1	$1M	Sell	12,764 -250	-2%	-$20.3K	0.3%	38
2025 Q4	$1.01M	Sell	13,014 -491	-4%	-$37.6K	0.31%	39
2025 Q3	$1.04M	Sell	13,505 -38	-0.3%	-$2.84K	0.34%	36
2025 Q2	$984K	Buy	13,543 +23	+0.2%	+$1.56K	0.37%	33
2025 Q1	$859K	Sell	13,520 -598	-4%	-$37.8K	0.34%	35
2024 Q4	$858K	Sell	14,118 -557	-4%	-$35.4K	0.35%	36
2024 Q3	$993K	Buy	+14,675	New	+$944K	0.43%	31
2024 Q2	–	Sell	-14,828	Closed	-$939K	–	59
2024 Q1	$939K	Sell	14,828 -977	-6%	-$59.8K	0.5%	32
2023 Q4	$978K	Sell	15,805 -2,484	-14%	-$142K	0.63%	30
2023 Q3	$1.03M	Buy	+18,289	New	+$1.08M	0.81%	27
2023 Q2	–	Sell	-19,993	Closed	-$1.19M	–	51
2023 Q1	$1.19M	Sell	19,993 -221	-1%	-$13.1K	0.97%	25
2022 Q4	$1.14M	Buy	+20,214	New	+$1.09M	0.97%	25

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

Tilson Financial Group's SCZ Position: Q2 2026 in Review

Tilson Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q2 2026, selling an estimated $19.3K and leaving 12,534 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #36.

Tilson Financial Group first reported a position in SCZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Tilson Financial Group held 12,534 shares of iShares MSCI EAFE Small-Cap ETF worth $1.03M as of Q2 2026.
Tilson Financial Group sold 230 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $19.3K.
iShares MSCI EAFE Small-Cap ETF made up 0.28% of Tilson Financial Group's portfolio in Q2 2026, its #36 holding.
Tilson Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Tilson Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.19M in Q1 2023.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.