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 Q2	$660K	Buy	8,023 +58	+0.7%	+$4.86K	0.01%	688
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 $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

Ashton Thomas Private Wealth's SCZ Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.73% in Q2 2026, buying an estimated $4.86K and bringing the position to 8,023 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #688.

Ashton Thomas Private Wealth first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Ashton Thomas Private Wealth held 8,023 shares of iShares MSCI EAFE Small-Cap ETF worth $660K as of Q2 2026.
Ashton Thomas Private Wealth bought 58 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.86K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #688 holding.
Ashton Thomas Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.