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Vance Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Vance Wealth’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 		$2.34M Sell
28,383
-1,038
-4% -$86.9K 0.53% 44
2026
Q1 		$2.31M Sell
29,421
-1,137
-4% -$92.4K 0.67% 35
2025
Q4 		$2.37M Sell
30,558
-352
-1% -$27K 0.7% 38
2025
Q3 		$2.37M Sell
30,910
-968
-3% -$72.4K 0.73% 37
2025
Q2 		$2.32M Sell
31,878
-2,292
-7% -$155K 0.78% 31
2025
Q1 		$2.17M Sell
34,170
-1,929
-5% -$122K 0.82% 33
2024
Q4 		$2.19M Sell
36,099
-1,558
-4% -$99.1K 0.85% 29
2024
Q3 		$2.55M Sell
37,657
-1,718
-4% -$111K 0.97% 27
2024
Q2 		$2.43M Sell
39,375
-6,987
-15% -$438K 1% 26
2024
Q1 		$2.94M Sell
46,362
-452
-1% -$27.6K 1.17% 22
2023
Q4 		$2.9M Sell
46,814
-2,604
-5% -$149K 1.26% 23
2023
Q3 		$2.79M Buy
49,418
+604
+1% +$35.6K 1.31% 22
2023
Q2 		$2.88M Buy
48,814
+1,497
+3% +$89.5K 1.31% 24
2023
Q1 		$2.82M Buy
47,317
+3,404
+8% +$202K 1.51% 15
2022
Q4 		$2.48M Buy
43,913
+2,437
+6% +$131K 1.55% 18
2022
Q3 		$2.02M Buy
41,476
+15,104
+57% +$828K 1.55% 16
2022
Q2 		$1.44M Buy
26,372
+6,978
+36% +$422K 1.11% 19
2022
Q1 		$1.29M Buy
19,394
+15,174
+360% +$1.03M 1.63% 14
2021
Q4 		$308K Buy
+4,220
New +$313K 0.3% 41

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

Vance Wealth's SCZ Position: Q2 2026 in Review

Vance Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.5% in Q2 2026, selling an estimated $86.9K and leaving 28,383 shares worth $2.34M. The position accounts for 0.53% of the portfolio, ranked #44.

Vance Wealth first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.94M in Q1 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Vance Wealth held 28,383 shares of iShares MSCI EAFE Small-Cap ETF worth $2.34M as of Q2 2026.
  • Vance Wealth sold 1,038 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $86.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.53% of Vance Wealth's portfolio in Q2 2026, its #44 holding.
  • Vance Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $2.94M in Q1 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.