AWM
SCZ icon

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
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
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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return