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

Wealth Architects’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	$14.1M	Sell	171,066 -4,010	-2%	-$336K	1.11%	24
2026 Q1	$13.7M	Sell	175,076 -4,889	-3%	-$398K	1.22%	21
2025 Q4	$14M	Sell	179,965 -998	-0.6%	-$76.5K	1.26%	21
2025 Q3	$13.9M	Sell	180,963 -7,513	-4%	-$562K	1.31%	21
2025 Q2	$13.7M	Buy	188,476 +3,884	+2%	+$263K	1.39%	21
2025 Q1	$11.7M	Sell	184,592 -1,514	-0.8%	-$95.6K	1.29%	22
2024 Q4	$11.3M	Sell	186,106 -1,131	-0.6%	-$71.9K	1.28%	22
2024 Q3	$12.7M	Sell	187,237 -5,288	-3%	-$340K	1.43%	20
2024 Q2	$11.9M	Sell	192,525 -842	-0.4%	-$52.8K	1.45%	20
2024 Q1	$12.2M	Sell	193,367 -1,029	-0.5%	-$62.9K	1.61%	18
2023 Q4	$12M	Sell	194,396 -5,025	-3%	-$287K	1.69%	19
2023 Q3	$11.3M	Sell	199,421 -4,395	-2%	-$259K	1.92%	14
2023 Q2	$12M	Sell	203,816 -3,816	-2%	-$228K	1.98%	14
2023 Q1	$12.4M	Sell	207,632 -823	-0.4%	-$48.9K	2.19%	14
2022 Q4	$11.8M	Buy	208,455 +51,395	+33%	+$2.76M	2.23%	14
2022 Q3	$7.66M	Sell	157,060 -19,510	-11%	-$1.07M	1.6%	17
2022 Q2	$9.64M	Buy	176,570 +3,786	+2%	+$229K	1.88%	16
2022 Q1	$11.5M	Buy	172,784 +15,768	+10%	+$1.07M	1.95%	15
2021 Q4	$11.5M	Buy	157,016 +3,064	+2%	+$228K	2.01%	15
2021 Q3	$11.5M	Sell	153,952 -9,468	-6%	-$721K	2.22%	14
2021 Q2	$12.1M	Sell	163,420 -1,111	-0.7%	-$83.4K	2.37%	13
2021 Q1	$11.8M	Sell	164,531 -2,363	-1%	-$168K	2.56%	13
2020 Q4	$11.4M	Sell	166,894 -2,470	-1%	-$156K	2.65%	13
2020 Q3	$9.99M	Sell	169,364 -4,033	-2%	-$231K	2.71%	12
2020 Q2	$9.3M	Buy	173,397 +9,840	+6%	+$496K	2.61%	14
2020 Q1	$7.33M	Sell	163,557 -52,735	-24%	-$2.93M	2.54%	14
2019 Q4	$13.5M	Buy	216,292 +912	+0.4%	+$54.8K	3.76%	8
2019 Q3	$12.3M	Buy	215,380 +1,587	+0.7%	+$89.7K	3.75%	8
2019 Q2	$12.3M	Buy	213,793 +3,817	+2%	+$220K	3.7%	8
2019 Q1	$12.1M	Buy	209,976 +2,898	+1%	+$162K	3.76%	8
2018 Q4	$10.7M	Sell	207,078 -3,534	-2%	-$198K	3.86%	8
2018 Q3	$13.1M	Buy	210,612 +3,590	+2%	+$224K	4.05%	8
2018 Q2	$13M	Sell	207,022 -2,842	-1%	-$186K	4.2%	7
2018 Q1	$13.7M	Sell	209,864 -2,006	-0.9%	-$132K	4.53%	7
2017 Q4	$13.7M	Buy	211,870 +2,237	+1%	+$141K	4.48%	7
2017 Q3	$13M	Buy	209,633 +1,015	+0.5%	+$60.7K	4.52%	7
2017 Q2	$12.1M	Sell	208,618 -750	-0.4%	-$42.7K	4.49%	6
2017 Q1	$11.3M	Buy	209,368 +4,206	+2%	+$221K	4.51%	6
2016 Q4	$10.2M	Buy	205,162 +5,926	+3%	+$299K	4.55%	5
2016 Q3	$10.4M	Buy	199,236 +49	+0%	+$2.48K	4.83%	5
2016 Q2	$9.61M	Buy	199,187 +8,200	+4%	+$412K	4.66%	5
2016 Q1	$9.51M	Buy	190,987 +18,395	+11%	+$865K	4.75%	5
2015 Q4	$8.62M	Buy	172,592 +10,303	+6%	+$515K	4.26%	6
2015 Q3	$7.75M	Buy	162,289 +9,471	+6%	+$472K	4.16%	6
2015 Q2	$7.8M	Sell	152,818 -636	-0.4%	-$33.2K	4.19%	5
2015 Q1	$7.59M	Buy	153,454 +3,633	+2%	+$176K	4.37%	6
2014 Q4	$7M	Buy	+149,821	New	+$7.07M	4.11%	6

Other funds holding SCZ

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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 New York $6.73T AUM 46.02% 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

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

Wealth Architects's SCZ Position: Q2 2026 in Review

Wealth Architects reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.3% in Q2 2026, selling an estimated $336K and leaving 171,066 shares worth $14.1M. The position accounts for 1.11% of the portfolio, ranked #24.

Wealth Architects first reported a position in SCZ in Q4 2014 and has held it in 47 quarters since. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Wealth Architects held 171,066 shares of iShares MSCI EAFE Small-Cap ETF worth $14.1M as of Q2 2026.
Wealth Architects sold 4,010 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $336K.
iShares MSCI EAFE Small-Cap ETF made up 1.11% of Wealth Architects's portfolio in Q2 2026, its #24 holding.
Wealth Architects first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.