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

Angeles 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 Q2	$38.1K	Hold	463	–	–	﹤0.01%	579
2026 Q1	$36.3K	Buy	463 +228	+97%	+$18.5K	﹤0.01%	478
2025 Q4	$18.2K	Buy	235 +37	+19%	+$2.84K	﹤0.01%	442
2025 Q3	$15.2K	Hold	198	–	–	﹤0.01%	395
2025 Q2	$14.4K	Sell	198 -2,023	-91%	-$137K	﹤0.01%	409
2025 Q1	$141K	Sell	2,221 -407	-15%	-$25.7K	0.01%	295
2024 Q4	$160K	Buy	2,628 +2,430	+1,227%	+$155K	0.01%	302
2024 Q3	$13.4K	Hold	198	–	–	﹤0.01%	316
2024 Q2	$12.2K	Hold	198	–	–	﹤0.01%	285
2024 Q1	$12.5K	Hold	198	–	–	﹤0.01%	278
2023 Q4	$12.3K	Buy	198 +56	+39%	+$3.2K	﹤0.01%	248
2023 Q3	$8.02K	Buy	+142	New	+$8.38K	﹤0.01%	221

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Angeles Wealth Management's SCZ Position: Q2 2026 in Review

Angeles Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 463 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Angeles Wealth Management first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $160K in Q4 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Angeles Wealth Management held 463 shares of iShares MSCI EAFE Small-Cap ETF worth $38.1K as of Q2 2026.
Angeles Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #579 holding.
Angeles Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Angeles Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $160K in Q4 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.