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Bartlett & Co Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bartlett & Co 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 		$2.87M Sell
34,731
-3,125
-8% -$254K 0.04% 178
2025
Q4 		$2.93M Sell
37,856
-3,130
-8% -$240K 0.04% 171
2025
Q3 		$3.14M Sell
40,986
-1,476
-3% -$110K 0.04% 166
2025
Q2 		$3.09M Sell
42,462
-2,928
-6% -$198K 0.04% 162
2025
Q1 		$2.88M Sell
45,390
-3,520
-7% -$222K 0.04% 164
2024
Q4 		$2.97M Sell
48,910
-1,225
-2% -$77.9K 0.04% 165
2024
Q3 		$3.39M Sell
50,135
-1,300
-3% -$83.7K 0.05% 157
2024
Q2 		$3.17M Sell
51,435
-775
-1% -$48.6K 0.05% 160
2024
Q1 		$3.31M Sell
52,210
-625
-1% -$38.2K 0.05% 158
2023
Q4 		$3.27M Sell
52,835
-250
-0.5% -$14.3K 0.05% 159
2023
Q3 		$3M Sell
53,085
-508
-0.9% -$30K 0.05% 160
2023
Q2 		$3.16M Sell
53,593
-733
-1% -$43.8K 0.05% 157
2023
Q1 		$3.23M Buy
54,326
+58
+0.1% +$3.44K 0.06% 143
2022
Q4 		$3.07M Sell
54,268
-1,948
-3% -$105K 0.06% 150
2022
Q3 		$2.74M Sell
56,216
-34,504
-38% -$1.89M 0.06% 147
2022
Q2 		$4.95M Sell
90,720
-2,866
-3% -$173K 0.1% 130
2022
Q1 		$6.21M Sell
93,586
-2,200
-2% -$149K 0.11% 121
2021
Q4 		$7.01M Sell
95,786
-4,155
-4% -$309K 0.12% 118
2021
Q3 		$7.44M Sell
99,941
-10,458
-9% -$796K 0.14% 105
2021
Q2 		$8.19M Sell
110,399
-2,380
-2% -$179K 0.16% 104
2021
Q1 		$8.1M Sell
112,779
-8,257
-7% -$586K 0.16% 104
2020
Q4 		$8.28M Sell
121,036
-637
-0.5% -$40.2K 0.18% 99
2020
Q3 		$7.18M Sell
121,673
-625
-0.5% -$35.8K 0.17% 106
2020
Q2 		$6.56M Sell
122,298
-14,705
-11% -$741K 0.17% 106
2020
Q1 		$6.14M Sell
137,003
-5,308
-4% -$295K 0.19% 105
2019
Q4 		$8.86M Sell
142,311
-1,110
-0.8% -$66.7K 0.22% 97
2019
Q3 		$8.21M Buy
143,421
+138,996
+3,141% +$7.85M 0.22% 97
2019
Q2 		$254K Sell
4,425
-900
-17% -$52K 0.01% 241
2019
Q1 		$306K Hold
5,325
– – 0.01% 229
2018
Q4 		$276K Buy
+5,325
New +$298K 0.01% 229

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's SCZ Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.3% in Q1 2026, selling an estimated $254K and leaving 34,731 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #178.

Bartlett & Co Wealth Management first reported a position in SCZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.86M in Q4 2019. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Bartlett & Co Wealth Management held 34,731 shares of iShares MSCI EAFE Small-Cap ETF worth $2.87M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 3,125 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $254K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Bartlett & Co Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $8.86M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.