William Howard & Co Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

William Howard & Co 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	$695K	Sell	8,447 -327	-4%	-$27.4K	0.54%	28
2026 Q1	$688K	Sell	8,774 -25	-0.3%	-$2.03K	0.59%	28
2025 Q4	$682K	Buy	8,799 +320	+4%	+$24.5K	0.58%	28
2025 Q3	$650K	Sell	8,479 -1,008	-11%	-$75.4K	0.55%	28
2025 Q2	$689K	Buy	9,487 +33	+0.3%	+$2.23K	0.6%	27
2025 Q1	$601K	Hold	9,454	–	–	0.56%	28
2024 Q4	$574K	Sell	9,454 -1,491	-14%	-$94.8K	0.52%	30
2024 Q3	$741K	Hold	10,945	–	–	0.63%	26
2024 Q2	$674K	Sell	10,945 -917	-8%	-$57.5K	0.62%	26
2024 Q1	$752K	Buy	+11,862	New	+$726K	0.71%	23

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

William Howard & Co Financial Advisors's SCZ Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.7% in Q2 2026, selling an estimated $27.4K and leaving 8,447 shares worth $695K. The position accounts for 0.54% of the portfolio, ranked #28.

William Howard & Co Financial Advisors first reported a position in SCZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $752K in Q1 2024. 763 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

William Howard & Co Financial Advisors held 8,447 shares of iShares MSCI EAFE Small-Cap ETF worth $695K as of Q2 2026.
William Howard & Co Financial Advisors sold 327 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $27.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.54% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #28 holding.
William Howard & Co Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $752K in Q1 2024.
763 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.