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

Axxcess 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
Q1 		– Sell
-4,550
Closed -$353K – 886
2025
Q4 		$353K Buy
+4,550
New +$349K 0.01% 801
2022
Q1 		– Sell
-2,751
Closed -$201K – 693
2021
Q4 		$201K Buy
+2,751
New +$204K 0.01% 591

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Axxcess Wealth Management's SCZ Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2026, closing a stake of 4,550 shares — an estimated $353K sold.

Axxcess Wealth Management first reported a position in SCZ in Q4 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2025. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,550 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $353K.
  • Axxcess Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $353K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.