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

Capital A 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
Q2 		$11.5K Sell
186
-32,295
-99% -$2.19M 0.13% 184
2025
Q1 		$2.06M Buy
+32,481
New +$2.05M 2.16% 11

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's SCZ Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 99% in Q2 2025, selling an estimated $2.19M and leaving 186 shares worth $11.5K. The position accounts for 0.13% of the portfolio, ranked #184.

Capital A Wealth Management first reported a position in SCZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.06M in Q1 2025. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Capital A Wealth Management held 186 shares of iShares MSCI EAFE Small-Cap ETF worth $11.5K as of Q2 2025.
  • Capital A Wealth Management sold 32,295 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $2.19M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.13% of Capital A Wealth Management's portfolio in Q2 2025, its #184 holding.
  • Capital A Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Capital A Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.06M in Q1 2025.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.