Ashton Thomas Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ashton Thomas Private Wealth’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	$625K	Buy	7,965 +140	+2%	+$11.4K	0.01%	670
2025 Q4	$607K	Sell	7,825 -49	-0.6%	-$3.76K	0.01%	617
2025 Q3	$604K	Buy	7,874 +3,807	+94%	+$285K	0.02%	603
2025 Q2	$296K	Buy	4,067 +686	+20%	+$46.4K	0.01%	689
2025 Q1	$215K	Hold	3,381	–	–	0.01%	758
2024 Q4	$205K	Buy	+3,381	New	+$215K	0.01%	745

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ashton Thomas Private Wealth's SCZ Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q1 2026, buying an estimated $11.4K and bringing the position to 7,965 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #670.

Ashton Thomas Private Wealth first reported a position in SCZ in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Ashton Thomas Private Wealth held 7,965 shares of iShares MSCI EAFE Small-Cap ETF worth $625K as of Q1 2026.
Ashton Thomas Private Wealth bought 140 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $11.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #670 holding.
Ashton Thomas Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.