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United Advisor Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

United Advisor 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 		– Sell
-2,623
Closed -$206K – 575
2026
Q1 		$206K Sell
2,623
-60
-2% -$4.88K 0.03% 485
2025
Q4 		$208K Buy
+2,683
New +$206K 0.03% 462

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

United Advisor Group's SCZ Position: Q2 2026 in Review

United Advisor Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 2,623 shares — an estimated $206K sold.

United Advisor Group first reported a position in SCZ in Q4 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • United Advisor Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 2,623 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $206K.
  • United Advisor Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and held it in 2 quarters.
  • United Advisor Group's iShares MSCI EAFE Small-Cap ETF position peaked at $208K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.