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World Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

World Investment 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 		$3.84M Sell
49,024
-1,063
-2% -$89K 0.06% 314
2026
Q1 		$3.93M Sell
50,087
-5,075
-9% -$413K 0.06% 314
2025
Q4 		$4.28M Buy
55,162
+2,214
+4% +$170K 0.07% 290
2025
Q3 		$4.06M Buy
52,948
+1,981
+4% +$148K 0.08% 256
2025
Q2 		$3.7M Buy
50,967
+691
+1% +$46.8K 0.08% 261
2025
Q1 		$3.19M Sell
50,276
-1,500
-3% -$94.8K 0.08% 272
2024
Q4 		$3.15M Sell
51,776
-2,259
-4% -$144K 0.09% 264
2024
Q3 		$3.66M Sell
54,035
-440
-0.8% -$28.3K 0.11% 202
2024
Q2 		$3.36M Buy
54,475
+10,313
+23% +$647K 0.21% 98
2024
Q1 		$3.39M Sell
44,162
-10,429
-19% -$638K 0.49% 49
2023
Q4 		$3.38M Buy
+54,591
New +$3.12M 0.44% 50

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

World Investment Advisors's SCZ Position: Q2 2026 in Review

World Investment Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q2 2026, selling an estimated $89K and leaving 49,024 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #314.

World Investment Advisors first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q4 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • World Investment Advisors held 49,024 shares of iShares MSCI EAFE Small-Cap ETF worth $3.84M as of Q2 2026.
  • World Investment Advisors sold 1,063 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $89K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • World Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.28M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.