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Caliber Wealth Management (Kansas)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Caliber Wealth Management (Kansas)’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
-4,592
Closed -$334K – 288
2025
Q2 		$334K Buy
+4,592
New +$311K 0.04% 223

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State of New Jersey Common Pension Fund D
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BlackRock
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Fidelity Investments
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SCZ Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 4,592 shares — an estimated $334K sold.

Caliber Wealth Management (Kansas) first reported a position in SCZ in Q2 2025 and held it in 1 quarter. The position peaked at $334K in Q2 2025. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 4,592 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $334K.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s iShares MSCI EAFE Small-Cap ETF position peaked at $334K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.