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

Walkner Condon 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 		$1.41M Sell
17,154
-77
-0.4% -$6.45K 0.16% 107
2026
Q1 		$1.35M Buy
17,231
+1,445
+9% +$117K 0.18% 100
2025
Q4 		$1.22M Buy
15,786
+183
+1% +$14K 0.17% 102
2025
Q3 		$1.2M Buy
15,603
+294
+2% +$22K 0.19% 98
2025
Q2 		$1.11M Buy
15,309
+588
+4% +$39.8K 0.2% 93
2025
Q1 		$935K Sell
14,721
-5
-0% -$316 0.19% 96
2024
Q4 		$895K Buy
14,726
+100
+0.7% +$6.36K 0.18% 103
2024
Q3 		$990K Buy
14,626
+687
+5% +$44.2K 0.2% 98
2024
Q2 		$859K Buy
13,939
+3
+0% +$188 0.19% 104
2024
Q1 		$883K Buy
13,936
+2,406
+21% +$147K 0.19% 103
2023
Q4 		$714K Sell
11,530
-930
-7% -$53.1K 0.16% 118
2023
Q3 		$704K Buy
12,460
+25
+0.2% +$1.48K 0.19% 104
2023
Q2 		$733K Sell
12,435
-2,271
-15% -$136K 0.19% 102
2023
Q1 		$875K Buy
14,706
+876
+6% +$52K 0.25% 89
2022
Q4 		$781K Sell
13,830
-2,981
-18% -$160K 0.23% 89
2022
Q3 		$820K Sell
16,811
-69
-0.4% -$3.78K 0.26% 79
2022
Q2 		$921K Buy
16,880
+722
+4% +$43.7K 0.29% 76
2022
Q1 		$1.07M Sell
16,158
-4,997
-24% -$339K 0.3% 74
2021
Q4 		$1.55M Buy
+21,155
New +$1.57M 1.01% 29
2021
Q2 		– Sell
-21,617
Closed -$1.55M – 179
2021
Q1 		$1.55M Buy
21,617
+151
+0.7% +$10.7K 0.6% 42
2020
Q4 		$1.47M Buy
21,466
+2,153
+11% +$136K 0.63% 39
2020
Q3 		$1.14M Buy
+19,313
New +$1.11M 0.61% 40

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

Walkner Condon Financial Advisors's SCZ Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.45% in Q2 2026, selling an estimated $6.45K and leaving 17,154 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #107.

Walkner Condon Financial Advisors first reported a position in SCZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Walkner Condon Financial Advisors held 17,154 shares of iShares MSCI EAFE Small-Cap ETF worth $1.41M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 77 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $6.45K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.16% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.55M in Q1 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.