AE Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $604K | Buy |
7,701
+1,120
| +17% | +$91.1K | ﹤0.01% | 1013 |
|
|
2025
Q4 | $510K | Buy |
6,581
+1,334
| +25% | +$102K | ﹤0.01% | 1047 |
|
|
2025
Q3 | $403K | Buy |
5,247
+1,735
| +49% | +$130K | ﹤0.01% | 1055 |
|
|
2025
Q2 | $255K | Buy |
3,512
+76
| +2% | +$5.14K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $218K | Sell |
3,436
-358
| -9% | -$22.6K | ﹤0.01% | 1237 |
|
|
2024
Q4 | $230K | Sell |
3,794
-124
| -3% | -$7.89K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $265K | Buy |
3,918
+19
| +0.5% | +$1.22K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $240K | Sell |
3,899
-390
| -9% | -$24.5K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $272K | Sell |
4,289
-45,643
| -91% | -$2.79M | ﹤0.01% | 993 |
|
|
2023
Q4 | $3.02M | Buy |
49,932
+1,357
| +3% | +$77.5K | 0.02% | 765 |
|
|
2023
Q3 | $2.74M | Buy |
48,575
+33
| +0.1% | +$1.95K | 0.02% | 740 |
|
|
2023
Q2 | $2.86M | Buy |
48,542
+2,430
| +5% | +$145K | 0.02% | 720 |
|
|
2023
Q1 | $2.74M | Buy |
46,112
+586
| +1% | +$34.8K | 0.02% | 688 |
|
|
2022
Q4 | $2.57M | Sell |
45,526
-582,942
| -93% | -$31.3M | 0.02% | 659 |
|
|
2022
Q3 | $30.7M | Sell |
628,468
-909
| -0.1% | -$49.8K | 0.24% | 89 |
|
|
2022
Q2 | $34.4M | Sell |
629,377
-24,614
| -4% | -$1.49M | 0.27% | 79 |
|
|
2022
Q1 | $43.4M | Buy |
653,991
+4,769
| +0.7% | +$324K | 0.3% | 70 |
|
|
2021
Q4 | $47.5M | Buy |
649,222
+8,657
| +1% | +$643K | 0.33% | 60 |
|
|
2021
Q3 | $47.7M | Buy |
640,565
+1,580
| +0.2% | +$120K | 0.39% | 53 |
|
|
2021
Q2 | $47.4M | Sell |
638,985
-11,951
| -2% | -$897K | 0.41% | 48 |
|
|
2021
Q1 | $46.8M | Buy |
650,936
+19,027
| +3% | +$1.35M | 0.47% | 41 |
|
|
2020
Q4 | $43.2M | Buy |
631,909
+22,549
| +4% | +$1.42M | 0.49% | 41 |
|
|
2020
Q3 | $35.9M | Sell |
609,360
-27,046
| -4% | -$1.55M | 0.51% | 34 |
|
|
2020
Q2 | $34.1M | Buy |
636,406
+42,248
| +7% | +$2.13M | 0.53% | 33 |
|
|
2020
Q1 | $26.6M | Sell |
594,158
-64,789
| -10% | -$3.6M | 0.61% | 30 |
|
|
2019
Q4 | $41M | Buy |
658,947
+11,145
| +2% | +$670K | 0.89% | 19 |
|
|
2019
Q3 | $37.1M | Sell |
647,802
-30,463
| -4% | -$1.72M | 1.07% | 12 |
|
|
2019
Q2 | $38.9M | Buy |
678,265
+380,796
| +128% | +$22M | 1.17% | 12 |
|
|
2019
Q1 | $17.1M | Buy |
+297,469
| New | +$16.7M | 1.19% | 16 |
|
|
2018
Q3 | – | Sell |
-3,339
| Closed | -$209K | – | 628 |
|
|
2018
Q2 | $209K | Buy |
3,339
+269
| +9% | +$17.6K | 0.01% | 411 |
|
|
2018
Q1 | $200K | Buy |
+3,070
| New | +$203K | 0.02% | 412 |
|
|
2017
Q2 | – | Sell |
-20,500
| Closed | -$1.11M | – | 386 |
|
|
2017
Q1 | $1.11M | Buy |
20,500
+7,813
| +62% | +$411K | 0.21% | 91 |
|
|
2016
Q4 | $632K | Buy |
+12,687
| New | +$640K | 0.26% | 101 |
|
Other funds holding SCZ
TWIM
TCIIS
AE Wealth Management's SCZ Position: Q1 2026 in Review
AE Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 17% in Q1 2026, buying an estimated $91.1K and bringing the position to 7,701 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.
AE Wealth Management first reported a position in SCZ in Q4 2016 and has held it in 33 quarters since. The position peaked at $47.7M in Q3 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.
- AE Wealth Management held 7,701 shares of iShares MSCI EAFE Small-Cap ETF worth $604K as of Q1 2026.
- AE Wealth Management bought 1,120 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $91.1K.
- iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1013 holding.
- AE Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 33 quarters since.
- AE Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $47.7M in Q3 2021.
- 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.