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

Toth Financial Advisory’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
2025 Q4	–	Sell	-268	Closed	-$20.6K	–	977
2025 Q3	$20.6K	Buy	+268	New	+$20.1K	﹤0.01%	468
2024 Q2	–	Sell	-259	Closed	-$16.4K	–	784
2024 Q1	$16.4K	Sell	259 -16	-6%	-$979	﹤0.01%	406
2023 Q4	$17K	Buy	275 +190	+224%	+$10.9K	﹤0.01%	409
2023 Q3	$4.8K	Hold	85	–	–	﹤0.01%	535
2023 Q2	$5.01K	Hold	85	–	–	﹤0.01%	553
2023 Q1	$5.06K	Hold	85	–	–	﹤0.01%	543
2022 Q4	$4.8K	Hold	85	–	–	﹤0.01%	506
2022 Q3	$4K	Hold	85	–	–	﹤0.01%	581
2022 Q2	$5K	Hold	85	–	–	﹤0.01%	521
2022 Q1	$6K	Hold	85	–	–	﹤0.01%	524
2021 Q4	$6K	Hold	85	–	–	﹤0.01%	548
2021 Q3	$6K	Hold	85	–	–	﹤0.01%	544
2021 Q2	$6K	Hold	85	–	–	﹤0.01%	498
2021 Q1	$6K	Hold	85	–	–	﹤0.01%	506
2020 Q4	$6K	Buy	+85	New	+$5.36K	﹤0.01%	451
2020 Q2	–	Sell	-695	Closed	-$31K	–	593
2020 Q1	$31K	Hold	695	–	–	0.01%	205
2019 Q4	$43K	Hold	695	–	–	0.01%	218
2019 Q3	$40K	Hold	695	–	–	0.01%	236
2019 Q2	$40K	Hold	695	–	–	0.01%	234
2019 Q1	$40K	Hold	695	–	–	0.01%	226
2018 Q4	$36K	Hold	695	–	–	0.01%	205
2018 Q3	$43K	Buy	695 +225	+48%	+$14.1K	0.01%	211
2018 Q2	$29K	Hold	470	–	–	0.01%	240
2018 Q1	$31K	Hold	470	–	–	0.01%	235
2017 Q4	$30K	Buy	+470	New	+$29.6K	0.01%	244

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's SCZ Position: Q4 2025 in Review

Toth Financial Advisory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 268 shares — an estimated $20.6K sold.

Toth Financial Advisory first reported a position in SCZ in Q4 2017 and held it in 25 quarters. The position peaked at $43K in Q4 2019. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Toth Financial Advisory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 268 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $20.6K.
Toth Financial Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 25 quarters.
Toth Financial Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $43K in Q4 2019.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.