Atlantic Edge Private Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Atlantic Edge Private 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 Q2	$42.5K	Hold	516	–	–	0.01%	263
2026 Q1	$40.5K	Hold	516	–	–	0.01%	257
2025 Q4	$40K	Hold	516	–	–	0.01%	241
2025 Q3	$39.6K	Hold	516	–	–	0.01%	232
2025 Q2	$37.5K	Sell	516 -12	-2%	-$812	0.01%	231
2025 Q1	$33.5K	Hold	528	–	–	0.01%	228
2024 Q4	$32.1K	Buy	528 +516	+4,300%	+$32.8K	0.01%	225
2024 Q3	$813	Hold	12	–	–	﹤0.01%	474
2024 Q2	$740	Hold	12	–	–	﹤0.01%	453
2024 Q1	$760	Hold	12	–	–	﹤0.01%	463
2023 Q4	$743	Buy	+12	New	+$685	﹤0.01%	443

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

Atlantic Edge Private Wealth Management's SCZ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 516 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #263.

Atlantic Edge Private Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Atlantic Edge Private Wealth Management held 516 shares of iShares MSCI EAFE Small-Cap ETF worth $42.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #263 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.