21 West Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

21 West Wealth Management’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 Q3	$838K	Buy	9,929 +170	+2%	+$14.5K	0.73%	37
2026 Q2	$803K	Sell	9,759 -272	-3%	-$22.8K	0.69%	38
2026 Q1	$787K	Sell	10,031 -271	-3%	-$22K	0.73%	35
2025 Q4	$799K	Buy	10,302 +482	+5%	+$36.9K	0.73%	35
2025 Q3	$753K	Buy	9,820 +231	+2%	+$17.3K	0.71%	35
2025 Q2	$697K	Buy	+9,589	New	+$649K	0.7%	38

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

21 West Wealth Management's SCZ Position: Q3 2026 in Review

21 West Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.7% in Q3 2026, buying an estimated $14.5K and bringing the position to 9,929 shares worth $838K. The position accounts for 0.73% of the portfolio, ranked #37.

21 West Wealth Management first reported a position in SCZ in Q2 2025 and has held it in 6 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

21 West Wealth Management held 9,929 shares of iShares MSCI EAFE Small-Cap ETF worth $838K as of Q3 2026.
21 West Wealth Management bought 170 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $14.5K.
iShares MSCI EAFE Small-Cap ETF made up 0.73% of 21 West Wealth Management's portfolio in Q3 2026, its #37 holding.
21 West Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.