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 Q3	$39.1K	Hold	463	–	–	﹤0.01%	544
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

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Angeles Wealth Management's SCZ Position: Q3 2026 in Review

Angeles Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 463 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Angeles Wealth Management first reported a position in SCZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $160K in Q4 2024. 564 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Angeles Wealth Management held 463 shares of iShares MSCI EAFE Small-Cap ETF worth $39.1K as of Q3 2026.
Angeles Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #544 holding.
Angeles Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 13 quarters since.
Angeles Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $160K in Q4 2024.
564 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.