Atlantic Edge Private Wealth Management
SCZ icon

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
Q3 		$43.6K Hold
516
– – 0.01% 261
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
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SCZ Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 516 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #261.

Atlantic Edge Private Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 516 shares of iShares MSCI EAFE Small-Cap ETF worth $43.6K as of Q3 2026.
  • Atlantic Edge Private 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 Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #261 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 12 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.