AWE
SCZ icon

Avidian Wealth Enterprises’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Avidian Wealth Enterprises’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 		$1.26M Sell
15,283
-68
-0.4% -$5.7K 0.03% 277
2026
Q1 		$1.2M Sell
15,351
-267
-2% -$21.7K 0.04% 267
2025
Q4 		$1.21M Buy
15,618
+71
+0.5% +$5.44K 0.04% 199
2025
Q3 		$1.19M Sell
15,547
-806
-5% -$60.3K 0.04% 195
2025
Q2 		$1.19M Buy
16,353
+21
+0.1% +$1.42K 0.05% 185
2025
Q1 		$1.04M Sell
16,332
-1,343
-8% -$84.8K 0.05% 195
2024
Q4 		$1.07M Sell
17,675
-3,451
-16% -$220K 0.05% 175
2024
Q3 		$1.43M Sell
21,126
-7,669
-27% -$493K 0.06% 146
2024
Q2 		$1.77M Sell
28,795
-13,858
-32% -$869K 0.07% 126
2024
Q1 		$2.7M Sell
42,653
-7,745
-15% -$474K 0.13% 90
2023
Q4 		$3.12M Sell
50,398
-22,594
-31% -$1.29M 0.19% 83
2023
Q3 		$4.12M Sell
72,992
-52,545
-42% -$3.1M 0.29% 72
2023
Q2 		$7.4M Buy
125,537
+28,629
+30% +$1.71M 0.48% 45
2023
Q1 		$5.77M Buy
96,908
+87,800
+964% +$5.21M 0.32% 67
2022
Q4 		$514K Sell
9,108
-14
-0.2% -$752 0.03% 273
2022
Q3 		$445K Sell
9,122
-510
-5% -$28K 0.03% 255
2022
Q2 		$526K Buy
9,632
+2,145
+29% +$130K 0.04% 260
2022
Q1 		$497K Sell
7,487
-2,705
-27% -$184K 0.03% 305
2021
Q4 		$745K Buy
+10,192
New +$757K 0.05% 234

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avidian Wealth Enterprises's SCZ Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.44% in Q2 2026, selling an estimated $5.7K and leaving 15,283 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #277.

Avidian Wealth Enterprises first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.4M in Q2 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Avidian Wealth Enterprises held 15,283 shares of iShares MSCI EAFE Small-Cap ETF worth $1.26M as of Q2 2026.
  • Avidian Wealth Enterprises sold 68 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $5.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #277 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI EAFE Small-Cap ETF position peaked at $7.4M in Q2 2023.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.