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

Avion 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
2026 Q3	$12K	Hold	143	–	–	﹤0.01%	538
2026 Q2	$11K	Buy	143 +2	+1%	+$167	﹤0.01%	585
2026 Q1	$11K	Hold	141	–	–	﹤0.01%	475
2025 Q4	$10K	Buy	141 +2	+1%	+$153	﹤0.01%	493
2025 Q3	$10K	Hold	139	–	–	﹤0.01%	484
2025 Q2	$10K	Buy	139 +3	+2%	+$203	﹤0.01%	479
2025 Q1	$8K	Hold	136	–	–	﹤0.01%	450
2024 Q4	$8K	Buy	136 +2	+1%	+$127	﹤0.01%	449
2024 Q3	$9K	Hold	134	–	–	﹤0.01%	395
2024 Q2	$8K	Buy	134 +2	+2%	+$125	﹤0.01%	381
2024 Q1	$9K	Hold	132	–	–	﹤0.01%	340
2023 Q4	$8K	Buy	132 +2	+2%	+$114	﹤0.01%	314
2023 Q3	$7K	Hold	130	–	–	﹤0.01%	318
2023 Q2	$7K	Buy	130 +2	+2%	+$120	﹤0.01%	328
2023 Q1	$7K	Hold	128	–	–	﹤0.01%	291
2022 Q4	$6K	Hold	128	–	–	﹤0.01%	302
2022 Q3	$6K	Hold	128	–	–	﹤0.01%	316
2022 Q2	$7K	Buy	128 +3	+2%	+$182	﹤0.01%	295
2022 Q1	$8K	Hold	125	–	–	﹤0.01%	257
2021 Q4	$9K	Buy	125 +2	+2%	+$149	﹤0.01%	246
2021 Q3	$9K	Hold	123	–	–	﹤0.01%	244
2021 Q2	$9K	Sell	123 -61	-33%	-$4.58K	﹤0.01%	236
2021 Q1	$13K	Buy	+184	New	+$13.1K	﹤0.01%	202

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Avion Wealth's SCZ Position: Q3 2026 in Review

Avion Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 143 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Avion Wealth first reported a position in SCZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $13K in Q1 2021. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Avion Wealth held 143 shares of iShares MSCI EAFE Small-Cap ETF worth $12K as of Q3 2026.
Avion Wealth 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 Avion Wealth's portfolio in Q3 2026, its #538 holding.
Avion Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
Avion Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $13K in Q1 2021.
552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.