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

Bridge Generations 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	$515K	Hold	6,262	–	–	0.26%	27
2026 Q1	$491K	Hold	6,262	–	–	0.28%	28
2025 Q4	$485K	Hold	6,262	–	–	0.3%	28
2025 Q3	$480K	Hold	6,262	–	–	0.32%	27
2025 Q2	$455K	Hold	6,262	–	–	0.28%	27
2025 Q1	$398K	Sell	6,262 -914	-13%	-$57.7K	0.25%	26
2024 Q4	$436K	Buy	+7,176	New	+$456K	0.29%	19

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bridge Generations Wealth Management's SCZ Position: Q2 2026 in Review

Bridge Generations Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6,262 shares worth $515K. The position accounts for 0.26% of the portfolio, ranked #27.

Bridge Generations Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Bridge Generations Wealth Management held 6,262 shares of iShares MSCI EAFE Small-Cap ETF worth $515K as of Q2 2026.
Bridge Generations Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.26% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #27 holding.
Bridge Generations Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.