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

Cahill 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
2025
Q1 		$825K Sell
12,979
-41
-0.3% -$2.59K 0.42% 27
2024
Q4 		$791K Buy
13,020
+192
+1% +$12.2K 0.4% 28
2024
Q3 		$868K Sell
12,828
-1,425
-10% -$91.7K 0.45% 28
2024
Q2 		$879K Sell
14,253
-151
-1% -$9.47K 0.52% 24
2024
Q1 		$912K Sell
14,404
-437
-3% -$26.7K 0.53% 27
2023
Q4 		$919K Buy
14,841
+135
+0.9% +$7.71K 0.62% 24
2023
Q3 		$830K Sell
14,706
-251
-2% -$14.8K 0.64% 24
2023
Q2 		$882K Sell
14,957
-131
-0.9% -$7.83K 0.61% 24
2023
Q1 		$898K Hold
15,088
– – 0.66% 23
2022
Q4 		$915K Sell
15,088
-18,299
-55% -$982K 0.66% 24
2022
Q3 		$1.63M Sell
33,387
-609
-2% -$33.4K 1.45% 11
2022
Q2 		$1.87M Sell
33,996
-2,753
-7% -$167K 1.58% 9
2022
Q1 		$2.44M Buy
+36,749
New +$2.5M 1.81% 9

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Cahill Wealth Management's SCZ Position: Q1 2025 in Review

Cahill Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.31% in Q1 2025, selling an estimated $2.59K and leaving 12,979 shares worth $825K. The position accounts for 0.42% of the portfolio, ranked #27.

Cahill Wealth Management first reported a position in SCZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.44M in Q1 2022. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Cahill Wealth Management held 12,979 shares of iShares MSCI EAFE Small-Cap ETF worth $825K as of Q1 2025.
  • Cahill Wealth Management sold 41 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $2.59K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.42% of Cahill Wealth Management's portfolio in Q1 2025, its #27 holding.
  • Cahill Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Cahill Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.44M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.