AF
SCZ icon

Allworth Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Allworth Financial’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
Q1 		$5.16M Sell
65,810
-784
-1% -$63.7K 0.02% 358
2025
Q4 		$5.16M Sell
66,594
-1,287
-2% -$98.7K 0.02% 349
2025
Q3 		$5.21M Sell
67,881
-610
-0.9% -$45.6K 0.02% 308
2025
Q2 		$4.98M Sell
68,491
-1,511
-2% -$102K 0.02% 307
2025
Q1 		$4.61M Sell
70,002
-1,662
-2% -$105K 0.03% 268
2024
Q4 		$4.42M Buy
71,664
+49,023
+217% +$3.12M 0.02% 276
2024
Q3 		$1.53M Sell
22,641
-957
-4% -$61.6K 0.01% 378
2024
Q2 		$1.51M Sell
23,598
-456
-2% -$28.6K 0.01% 371
2024
Q1 		$1.52M Sell
24,054
-13,553
-36% -$829K 0.01% 349
2023
Q4 		$2.33M Sell
37,607
-5,662
-13% -$323K 0.02% 287
2023
Q3 		$2.44M Sell
43,269
-37,015
-46% -$2.18M 0.02% 249
2023
Q2 		$4.74M Sell
80,284
-11,108
-12% -$664K 0.04% 175
2023
Q1 		$5.44M Buy
91,392
+433
+0.5% +$25.7K 0.05% 149
2022
Q4 		$5.14M Sell
90,959
-2,434
-3% -$131K 0.06% 143
2022
Q3 		$4.56M Sell
93,393
-7,491
-7% -$411K 0.06% 142
2022
Q2 		$5.51M Sell
100,884
-1,780
-2% -$108K 0.08% 125
2022
Q1 		$6.81M Buy
102,664
+5,395
+6% +$366K 0.09% 115
2021
Q4 		$7.11M Buy
97,269
+1,844
+2% +$137K 0.1% 91
2021
Q3 		$7.1M Sell
95,425
-983
-1% -$74.8K 0.12% 77
2021
Q2 		$7.15M Buy
96,408
+3,979
+4% +$299K 0.13% 70
2021
Q1 		$6.64M Buy
92,429
+19,442
+27% +$1.38M 0.14% 61
2020
Q4 		$4.99M Sell
72,987
-63,799
-47% -$4.03M 0.13% 53
2020
Q3 		$8.07M Sell
136,786
-6,521
-5% -$374K 0.24% 38
2020
Q2 		$7.68M Buy
143,307
+7,485
+6% +$377K 0.24% 38
2020
Q1 		$6.09M Buy
135,822
+25,107
+23% +$1.4M 0.2% 45
2019
Q4 		$6.89M Buy
110,715
+5,624
+5% +$338K 0.24% 34
2019
Q3 		$6.01M Buy
105,091
+7,377
+8% +$417K 0.23% 34
2019
Q2 		$5.61M Buy
97,714
+62,075
+174% +$3.58M 0.22% 39
2019
Q1 		$2.05M Sell
35,639
-4,894
-12% -$274K 0.09% 47
2018
Q4 		$2.1M Sell
40,533
-27,555
-40% -$1.54M 0.1% 46
2018
Q3 		$4.24M Buy
68,088
+856
+1% +$53.5K 0.19% 39
2018
Q2 		$4.22M Sell
67,232
-1,237
-2% -$81K 0.2% 41
2018
Q1 		$4.46M Sell
68,469
-110,778
-62% -$7.31M 0.34% 19
2017
Q4 		$11.6M Buy
179,247
+6,517
+4% +$410K 0.9% 7
2017
Q3 		$10.7M Buy
172,730
+12,163
+8% +$727K 0.88% 7
2017
Q2 		$9.29M Buy
160,567
+7,530
+5% +$429K 0.82% 7
2017
Q1 		$8.29M Sell
153,037
-137,342
-47% -$7.22M 0.78% 9
2016
Q4 		$14.5M Buy
290,379
+22,419
+8% +$1.13M 1.47% 9
2016
Q3 		$14M Buy
267,960
+10,229
+4% +$518K 1.48% 9
2016
Q2 		$12.4M Sell
257,731
-14,744
-5% -$741K 1.39% 9
2016
Q1 		$13.6M Buy
272,475
+53,085
+24% +$2.5M 1.7% 9
2015
Q4 		$11M Buy
219,390
+171,773
+361% +$8.59M 1.98% 10
2015
Q3 		$2.27M Buy
47,617
+16,812
+55% +$839K 0.81% 17
2015
Q2 		$1.57M Buy
30,805
+7,727
+33% +$403K 0.56% 19
2015
Q1 		$1.14M Buy
23,078
+8,657
+60% +$418K 0.42% 24
2014
Q4 		$674K Buy
14,421
+5,322
+58% +$251K 0.26% 37
2014
Q3 		$440K Buy
+9,099
New +$465K 0.17% 48

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial's SCZ Position: Q1 2026 in Review

Allworth Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q1 2026, selling an estimated $63.7K and leaving 65,810 shares worth $5.16M. The position accounts for 0.02% of the portfolio, ranked #358.

Allworth Financial first reported a position in SCZ in Q3 2014 and has held it in 47 quarters since. The position peaked at $14.5M in Q4 2016. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Allworth Financial held 65,810 shares of iShares MSCI EAFE Small-Cap ETF worth $5.16M as of Q1 2026.
  • Allworth Financial sold 784 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $63.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #358 holding.
  • Allworth Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2014 and has held it in 47 quarters since.
  • Allworth Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $14.5M in Q4 2016.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.