Williams & Novak’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Williams & Novak’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	$744K	Hold	9,043	–	–	0.49%	55
2026 Q1	$721K	Sell	9,043 -17	-0.2%	-$1.38K	0.54%	49
2025 Q4	$702K	Sell	9,060 -115	-1%	-$8.81K	0.53%	46
2025 Q3	$704K	Sell	9,175 -51	-0.6%	-$3.81K	0.54%	46
2025 Q2	$671K	Sell	9,226 -1,415	-13%	-$95.8K	0.57%	49
2025 Q1	$676K	Buy	10,641 +186	+2%	+$11.7K	0.66%	41
2024 Q4	$635K	Sell	10,455 -2,198	-17%	-$140K	0.61%	43
2024 Q3	$857K	Sell	12,653 -953	-7%	-$61.3K	0.8%	35
2024 Q2	$839K	Sell	13,606 -4,345	-24%	-$272K	0.78%	34
2024 Q1	$1.11M	Hold	17,951	–	–	1.26%	27
2023 Q4	$1.11M	Buy	+17,951	New	+$1.03M	1.26%	27

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

Williams & Novak's SCZ Position: Q2 2026 in Review

Williams & Novak held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 9,043 shares worth $744K. The position accounts for 0.49% of the portfolio, ranked #55.

Williams & Novak first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Williams & Novak held 9,043 shares of iShares MSCI EAFE Small-Cap ETF worth $744K as of Q2 2026.
Williams & Novak left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.49% of Williams & Novak's portfolio in Q2 2026, its #55 holding.
Williams & Novak first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares MSCI EAFE Small-Cap ETF position peaked at $1.11M in Q1 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.