WFAG
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Wescott Financial Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wescott Financial Advisory 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 		$2.59M Buy
31,471
+2,501
+9% +$209K 0.2% 60
2026
Q1 		$2.27M Buy
28,970
+1,742
+6% +$142K 0.2% 62
2025
Q4 		$2.11M Buy
27,228
+1,958
+8% +$150K 0.18% 66
2025
Q3 		$1.94M Buy
25,270
+131
+0.5% +$9.8K 0.17% 64
2025
Q2 		$1.83M Buy
25,139
+180
+0.7% +$12.2K 0.17% 61
2025
Q1 		$1.59M Buy
24,959
+253
+1% +$16K 0.16% 63
2024
Q4 		$1.5M Buy
24,706
+1,885
+8% +$120K 0.16% 69
2024
Q3 		$1.54M Sell
22,821
-547
-2% -$35.2K 0.17% 67
2024
Q2 		$1.44M Buy
23,368
+1,651
+8% +$104K 0.17% 70
2024
Q1 		$1.38M Sell
21,717
-4,838
-18% -$296K 0.17% 65
2023
Q4 		$1.64M Sell
26,555
-2,270
-8% -$130K 0.23% 54
2023
Q3 		$1.63M Buy
28,825
+1,056
+4% +$62.3K 0.3% 52
2023
Q2 		$1.64M Sell
27,769
-1,113
-4% -$66.6K 0.29% 54
2023
Q1 		$1.72M Buy
28,882
+748
+3% +$44.4K 0.37% 47
2022
Q4 		$1.59M Sell
28,134
-791
-3% -$42.5K 0.34% 48
2022
Q3 		$1.41M Buy
28,925
+2,334
+9% +$128K 0.39% 42
2022
Q2 		$1.45M Buy
26,591
+556
+2% +$33.6K 0.39% 41
2022
Q1 		$1.73M Buy
26,035
+9,503
+57% +$645K 0.45% 38
2021
Q4 		$1.21M Buy
16,532
+678
+4% +$50.3K 0.62% 20
2021
Q3 		$1.18M Buy
15,854
+206
+1% +$15.7K 0.67% 21
2021
Q2 		$1.18M Buy
15,648
+95
+0.6% +$7.13K 0.69% 20
2021
Q1 		$1.12M Sell
15,553
-10
-0.1% -$710 0.73% 18
2020
Q4 		$1.06M Buy
+15,563
New +$982K 0.75% 16

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

Wescott Financial Advisory Group's SCZ Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.6% in Q2 2026, buying an estimated $209K and bringing the position to 31,471 shares worth $2.59M. The position accounts for 0.2% of the portfolio, ranked #60.

Wescott Financial Advisory Group first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. 771 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Wescott Financial Advisory Group held 31,471 shares of iShares MSCI EAFE Small-Cap ETF worth $2.59M as of Q2 2026.
  • Wescott Financial Advisory Group bought 2,501 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $209K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.2% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 771 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.