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Atria Wealth Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$823K Buy
11,324
+157
+1% +$10.6K 0.02% 722
2025
Q1 		$709K Sell
11,167
-8
-0.1% -$505 0.01% 1026
2024
Q4 		$679K Sell
11,175
-71
-0.6% -$4.52K 0.01% 1097
2024
Q3 		$761K Sell
11,246
-5,197
-32% -$334K 0.01% 1035
2024
Q2 		$1.01M Sell
16,443
-3,436
-17% -$215K 0.01% 897
2024
Q1 		$1.26M Buy
19,879
+1,152
+6% +$70.5K 0.01% 815
2023
Q4 		$1.16M Sell
18,727
-3,067
-14% -$175K 0.01% 806
2023
Q3 		$1.23M Sell
21,794
-3,545
-14% -$209K 0.02% 723
2023
Q2 		$1.49M Sell
25,339
-21,064
-45% -$1.26M 0.02% 680
2023
Q1 		$2.76M Sell
46,403
-3,792
-8% -$225K 0.04% 432
2022
Q4 		$2.84M Sell
50,195
-71
-0.1% -$3.81K 0.05% 398
2022
Q3 		$2.45M Buy
50,266
+8,702
+21% +$477K 0.04% 411
2022
Q2 		$2.27M Buy
41,564
+22,130
+114% +$1.34M 0.04% 399
2022
Q1 		$1.29M Buy
+19,434
New +$1.32M 0.02% 624

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SCZ Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2025, buying an estimated $10.6K and bringing the position to 11,324 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #722.

Atria Wealth Solutions first reported a position in SCZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2022. 717 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Atria Wealth Solutions held 11,324 shares of iShares MSCI EAFE Small-Cap ETF worth $823K as of Q2 2025.
  • Atria Wealth Solutions bought 157 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $10.6K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #722 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $2.84M in Q4 2022.
  • 717 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.