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Briaud Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-124
Closed -$9K – 282
2025
Q2 		$9K Hold
124
– – ﹤0.01% 249
2025
Q1 		$7K Buy
+124
New +$7.83K ﹤0.01% 148

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's SCZ Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 124 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in SCZ in Q1 2025 and held it in 2 quarters. The position peaked at $9K in Q2 2025. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 124 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $9K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.