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Arkadios Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Arkadios Wealth Advisors’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 		$1.17M Buy
14,961
+11,183
+296% +$909K 0.02% 713
2025
Q4 		$293K Buy
3,778
+447
+13% +$34.3K 0.01% 1264
2025
Q3 		$256K Buy
+3,331
New +$249K 0.01% 1225
2021
Q2 		– Sell
-185
Closed -$13K – 2024
2021
Q1 		$13K Buy
+185
New +$13.1K ﹤0.01% 1110

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

Arkadios Wealth Advisors's SCZ Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 296% in Q1 2026, buying an estimated $909K and bringing the position to 14,961 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #713.

Arkadios Wealth Advisors first reported a position in SCZ in Q1 2021 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Arkadios Wealth Advisors held 14,961 shares of iShares MSCI EAFE Small-Cap ETF worth $1.17M as of Q1 2026.
  • Arkadios Wealth Advisors bought 11,183 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $909K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #713 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.