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

AllSquare 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
2025 Q3	$416K	Hold	5,424	–	–	0.22%	66
2025 Q2	$394K	Hold	5,424	–	–	0.22%	67
2025 Q1	$345K	Hold	5,424	–	–	0.2%	70
2024 Q4	$330K	Hold	5,424	–	–	0.19%	73
2024 Q3	$367K	Hold	5,424	–	–	0.21%	69
2024 Q2	$334K	Hold	5,424	–	–	0.2%	71
2024 Q1	$344K	Hold	5,424	–	–	0.2%	70
2023 Q4	$336K	Hold	5,424	–	–	0.21%	70
2023 Q3	$306K	Buy	5,424 +18	+0.3%	+$1.06K	0.2%	72
2023 Q2	$317K	Hold	5,406	–	–	0.21%	69
2023 Q1	$322K	Hold	5,406	–	–	0.21%	67
2022 Q4	$305K	Hold	5,406	–	–	0.21%	68
2022 Q3	$264K	Hold	5,406	–	–	0.19%	70
2022 Q2	$295K	Hold	5,406	–	–	0.2%	69
2022 Q1	$359K	Hold	5,406	–	–	0.22%	66
2021 Q4	$395K	Hold	5,406	–	–	0.23%	60
2021 Q3	$402K	Hold	5,406	–	–	0.24%	52
2021 Q2	$401K	Hold	5,406	–	–	0.23%	55
2021 Q1	$388K	Hold	5,406	–	–	0.24%	57
2020 Q4	$370K	Sell	5,406 -262	-5%	-$16.5K	0.25%	51
2020 Q3	$334K	Sell	5,668 -300	-5%	-$17.2K	0.24%	53
2020 Q2	$320K	Buy	5,968 +2,858	+92%	+$144K	0.24%	52
2020 Q1	$139K	Sell	3,110 -398	-11%	-$22.1K	0.12%	89
2019 Q4	$218K	Hold	3,508	–	–	0.15%	81
2019 Q3	$201K	Sell	3,508 -335	-9%	-$18.9K	0.15%	82
2019 Q2	$221K	Hold	3,843	–	–	0.16%	77
2019 Q1	$221K	Sell	3,843 -266	-6%	-$14.9K	0.17%	71
2018 Q4	$213K	Hold	4,109	–	–	0.18%	71
2018 Q3	$256K	Sell	4,109 -45	-1%	-$2.81K	0.19%	66
2018 Q2	$261K	Sell	4,154 -323	-7%	-$21.1K	0.2%	61
2018 Q1	$292K	Sell	4,477 -100	-2%	-$6.6K	0.23%	52
2017 Q4	$295K	Sell	4,577 -100	-2%	-$6.29K	0.23%	50
2017 Q3	$290K	Buy	+4,677	New	+$280K	0.24%	50
2017 Q2	–	Sell	-5,006	Closed	-$271K	–	328
2017 Q1	$271K	Sell	5,006 -210	-4%	-$11K	0.24%	56
2016 Q4	$260K	Hold	5,216	–	–	0.24%	51
2016 Q3	$273K	Sell	5,216 -397	-7%	-$20.1K	0.26%	47
2016 Q2	$271K	Hold	5,613	–	–	0.27%	42
2016 Q1	$280K	Hold	5,613	–	–	0.28%	42
2015 Q4	$280K	Hold	5,613	–	–	0.28%	44
2015 Q3	$268K	Hold	5,613	–	–	0.27%	36
2015 Q2	$286K	Hold	5,613	–	–	0.27%	39
2015 Q1	$278K	Sell	5,613 -300	-5%	-$14.5K	0.27%	39
2014 Q4	$276K	Buy	+5,913	New	+$279K	0.27%	37

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllSquare Wealth Management's SCZ Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 5,424 shares worth $416K. The position accounts for 0.22% of the portfolio, ranked #66.

AllSquare Wealth Management first reported a position in SCZ in Q4 2014 and has held it in 43 quarters since. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

AllSquare Wealth Management held 5,424 shares of iShares MSCI EAFE Small-Cap ETF worth $416K as of Q3 2025.
AllSquare Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
iShares MSCI EAFE Small-Cap ETF made up 0.22% of AllSquare Wealth Management's portfolio in Q3 2025, its #66 holding.
AllSquare Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2014 and has held it in 43 quarters since.
702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.