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

Austin 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
2025
Q4 		$4.08M Sell
52,598
-5,621
-10% -$431K 0.3% 53
2025
Q3 		$4.47M Sell
58,219
-6,946
-11% -$520K 0.34% 53
2025
Q2 		$4.74M Sell
65,165
-29,798
-31% -$2.02M 0.37% 48
2025
Q1 		$6.03M Sell
94,963
-68,516
-42% -$4.33M 0.54% 38
2024
Q4 		$9.93M Sell
163,479
-9,957
-6% -$633K 0.92% 25
2024
Q3 		$11.7M Sell
173,436
-7,110
-4% -$458K 1.13% 22
2024
Q2 		$11.1M Sell
180,546
-11,148
-6% -$699K 1.2% 22
2024
Q1 		$12.1M Sell
191,694
-6,838
-3% -$418K 1.39% 20
2023
Q4 		$12.3M Sell
198,532
-18,227
-8% -$1.04M 1.55% 17
2023
Q3 		$12.2M Buy
216,759
+3,202
+1% +$189K 1.77% 14
2023
Q2 		$12.6M Buy
213,557
+2,016
+1% +$121K 1.82% 19
2023
Q1 		$12.6M Buy
211,541
+5,112
+2% +$304K 2.01% 16
2022
Q4 		$11.7M Sell
206,429
-5,530
-3% -$297K 2.04% 14
2022
Q3 		$10.3M Sell
211,959
-1,552
-0.7% -$85.1K 2.17% 13
2022
Q2 		$11.7M Sell
213,511
-7,000
-3% -$424K 2.58% 11
2022
Q1 		$14.6M Buy
220,511
+2,668
+1% +$181K 2.92% 9
2021
Q4 		$15.9M Buy
217,843
+6,412
+3% +$476K 3.17% 9
2021
Q3 		$15.7M Buy
211,431
+16,287
+8% +$1.24M 3.33% 10
2021
Q2 		$14.5M Buy
195,144
+14,640
+8% +$1.1M 3.34% 9
2021
Q1 		$13M Buy
180,504
+5,027
+3% +$357K 3.41% 9
2020
Q4 		$12M Buy
175,477
+1,510
+0.9% +$95.3K 3.47% 10
2020
Q3 		$10.3M Buy
173,967
+5,585
+3% +$320K 3.84% 7
2020
Q2 		$9.03M Sell
168,382
-2,218
-1% -$112K 3.92% 7
2020
Q1 		$7.65M Buy
170,600
+15,330
+10% +$852K 4.61% 6
2019
Q4 		$9.67M Buy
+155,270
New +$9.33M 5.05% 5

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Austin Private Wealth's SCZ Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9.7% in Q4 2025, selling an estimated $431K and leaving 52,598 shares worth $4.08M. The position accounts for 0.3% of the portfolio, ranked #53.

Austin Private Wealth first reported a position in SCZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.9M in Q4 2021. 754 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Austin Private Wealth held 52,598 shares of iShares MSCI EAFE Small-Cap ETF worth $4.08M as of Q4 2025.
  • Austin Private Wealth sold 5,621 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $431K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.3% of Austin Private Wealth's portfolio in Q4 2025, its #53 holding.
  • Austin Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $15.9M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.