AWM
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Avior Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Avior 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
Q2 		$2.94M Sell
35,806
-137
-0.4% -$11.5K 0.08% 206
2026
Q1 		$2.81M Sell
35,943
-1,139
-3% -$92.6K 0.08% 198
2025
Q4 		$2.87M Buy
37,082
+371
+1% +$28.4K 0.09% 165
2025
Q3 		$2.81M Buy
36,711
+598
+2% +$44.7K 0.09% 157
2025
Q2 		$2.62M Sell
36,113
-418
-1% -$28.3K 0.09% 157
2025
Q1 		$2.31M Sell
36,531
-1,498
-4% -$94.6K 0.09% 165
2024
Q4 		$2.3M Buy
38,029
+1,429
+4% +$90.9K 0.08% 161
2024
Q3 		$2.47M Sell
36,600
-16,060
-30% -$1.03M 0.1% 146
2024
Q2 		$3.24M Sell
52,660
-8,768
-14% -$550K 0.14% 127
2024
Q1 		$3.88M Sell
61,428
-4,828
-7% -$295K 0.18% 105
2023
Q4 		$4.1M Sell
66,256
-24,098
-27% -$1.38M 0.25% 80
2023
Q3 		$5.1M Buy
90,354
+3,705
+4% +$219K 0.34% 65
2023
Q2 		$5.1M Sell
86,649
-2,211
-2% -$132K 0.33% 63
2023
Q1 		$5.28M Sell
88,860
-118
-0.1% -$7.01K 0.36% 59
2022
Q4 		$5.02M Buy
88,978
+4,739
+6% +$254K 0.38% 58
2022
Q3 		$4.1M Buy
84,239
+10,393
+14% +$570K 0.34% 59
2022
Q2 		$4.03M Buy
73,846
+6,760
+10% +$409K 0.41% 51
2022
Q1 		$4.45M Buy
67,086
+5,537
+9% +$376K 0.38% 58
2021
Q4 		$4.5M Buy
61,549
+4,061
+7% +$302K 0.37% 60
2021
Q3 		$4.28M Buy
57,488
+17,489
+44% +$1.33M 0.35% 60
2021
Q2 		$2.99M Buy
39,999
+6,611
+20% +$496K 0.3% 74
2021
Q1 		$2.4M Sell
33,388
-3,162
-9% -$224K 0.26% 90
2020
Q4 		$2.5M Sell
36,550
-1,381
-4% -$87.1K 0.31% 79
2020
Q3 		$2.24M Sell
37,931
-110
-0.3% -$6.31K 0.32% 77
2020
Q2 		$2.04M Sell
38,041
-14,666
-28% -$739K 0.32% 76
2020
Q1 		$2.36M Buy
52,707
+13
+0% +$723 0.47% 54
2019
Q4 		$3.28M Buy
52,694
+1,069
+2% +$64.2K 0.53% 45
2019
Q3 		$2.95M Sell
51,625
-702
-1% -$39.7K 0.52% 49
2019
Q2 		$3M Sell
52,327
-113,966
-69% -$6.58M 0.54% 49
2019
Q1 		$9.55M Buy
166,293
+4,132
+3% +$231K 2.03% 5
2018
Q4 		$8.4M Buy
162,161
+126,431
+354% +$7.08M 2.03% 5
2018
Q3 		$2.23M Buy
35,730
+1,138
+3% +$71.1K 0.48% 56
2018
Q2 		$2.17M Buy
34,592
+1,595
+5% +$104K 0.49% 52
2018
Q1 		$2.15M Buy
32,997
+1,933
+6% +$128K 0.5% 54
2017
Q4 		$2M Buy
31,064
+3,990
+15% +$251K 0.45% 62
2017
Q3 		$1.68M Buy
27,074
+467
+2% +$27.9K 0.55% 54
2017
Q2 		$1.54M Sell
26,607
-674
-2% -$38.4K 0.63% 46
2017
Q1 		$1.48M Buy
27,281
+1,539
+6% +$80.9K 0.49% 65
2016
Q4 		$1.28M Buy
25,742
+552
+2% +$27.8K 0.48% 74
2016
Q3 		$1.32M Buy
25,190
+733
+3% +$37.1K 0.52% 65
2016
Q2 		$1.18M Buy
24,457
+1
+0% +$50 0.5% 69
2016
Q1 		$1.22M Buy
24,456
+799
+3% +$37.6K 0.54% 60
2015
Q4 		$1.18M Sell
23,657
-153
-0.6% -$7.65K 0.65% 42
2015
Q3 		$1.14M Buy
23,810
+1,009
+4% +$50.3K 0.67% 38
2015
Q2 		$1.16M Buy
22,801
+1,150
+5% +$59.9K 0.91% 29
2015
Q1 		$1.07M Buy
21,651
+1,680
+8% +$81.2K 0.83% 27
2014
Q4 		$933K Buy
19,971
+3,515
+21% +$166K 0.74% 31
2014
Q3 		$798K Buy
16,456
+2,503
+18% +$128K 0.68% 32
2014
Q2 		$738K Buy
13,953
+9,396
+206% +$491K 0.62% 39
2014
Q1 		$238K Buy
+4,557
New +$234K 0.2% 53

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

Avior Wealth Management's SCZ Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.38% in Q2 2026, selling an estimated $11.5K and leaving 35,806 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #206.

Avior Wealth Management first reported a position in SCZ in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.55M in Q1 2019. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Avior Wealth Management held 35,806 shares of iShares MSCI EAFE Small-Cap ETF worth $2.94M as of Q2 2026.
  • Avior Wealth Management sold 137 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Avior Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $9.55M in Q1 2019.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.