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

Tobias Financial Advisors’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 		$1.04M Sell
12,645
-8
-0.1% -$670 0.13% 69
2026
Q1 		$992K Sell
12,653
-278
-2% -$22.6K 0.14% 71
2025
Q4 		$1M Sell
12,931
-77
-0.6% -$5.9K 0.14% 73
2025
Q3 		$998K Sell
13,008
-516
-4% -$38.6K 0.15% 69
2025
Q2 		$983K Sell
13,524
-60
-0.4% -$4.06K 0.17% 66
2025
Q1 		$863K Sell
13,584
-63
-0.5% -$3.98K 0.17% 60
2024
Q4 		$829K Sell
13,647
-77
-0.6% -$4.9K 0.17% 56
2024
Q3 		$929K Sell
13,724
-146
-1% -$9.39K 0.19% 52
2024
Q2 		$855K Sell
13,870
-4
-0% -$251 0.18% 52
2024
Q1 		$879K Hold
13,874
– – 0.2% 53
2023
Q4 		$859K Buy
13,874
+35
+0.3% +$2K 0.21% 52
2023
Q3 		$781K Sell
13,839
-329
-2% -$19.4K 0.21% 58
2023
Q2 		$836K Sell
14,168
-81
-0.6% -$4.84K 0.23% 54
2023
Q1 		$848K Sell
14,249
-584
-4% -$34.7K 0.25% 53
2022
Q4 		$838K Sell
14,833
-1
-0% -$54 0.28% 54
2022
Q3 		$724K Sell
14,834
-2,353
-14% -$129K 0.26% 55
2022
Q2 		$938K Sell
17,187
-1,973
-10% -$119K 0.32% 49
2022
Q1 		$1.27M Buy
+19,160
New +$1.3M 0.44% 43
2021
Q4 		– Sell
-19,199
Closed -$1.43M – 106
2021
Q3 		$1.43M Sell
19,199
-499
-3% -$38K 0.53% 36
2021
Q2 		$1.46M Sell
19,698
-127
-0.6% -$9.53K 0.58% 37
2021
Q1 		$1.42M Sell
19,825
-2,045
-9% -$145K 0.6% 36
2020
Q4 		$1.5M Sell
21,870
-1,589
-7% -$100K 0.68% 33
2020
Q3 		$1.38M Sell
23,459
-1,636
-7% -$93.8K 0.76% 30
2020
Q2 		$1.35M Sell
25,095
-48,754
-66% -$2.46M 0.79% 29
2020
Q1 		$3.31M Buy
73,849
+1,652
+2% +$91.8K 2.39% 11
2019
Q4 		$4.5M Buy
+72,197
New +$4.34M 2.88% 8

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

Tobias Financial Advisors's SCZ Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.06% in Q2 2026, selling an estimated $670 and leaving 12,645 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #69.

Tobias Financial Advisors first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.5M in Q4 2019. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Tobias Financial Advisors held 12,645 shares of iShares MSCI EAFE Small-Cap ETF worth $1.04M as of Q2 2026.
  • Tobias Financial Advisors sold 8 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $670.
  • iShares MSCI EAFE Small-Cap ETF made up 0.13% of Tobias Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Tobias Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.5M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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