Carson Wealth (CWM LLC)
SCZ icon

Carson Wealth (CWM LLC)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$6.74M Buy
85,992
+4,574
+6% +$372K 0.02% 695
2025
Q4 		$6.31M Buy
81,418
+74,409
+1,062% +$5.7M 0.02% 690
2025
Q3 		$538K Buy
7,009
+1,250
+22% +$93.5K ﹤0.01% 1755
2025
Q2 		$419K Sell
5,759
-698
-11% -$47.2K ﹤0.01% 1674
2025
Q1 		$410K Buy
6,457
+468
+8% +$29.6K ﹤0.01% 1534
2024
Q4 		$364K Sell
5,989
-4,370
-42% -$278K ﹤0.01% 1505
2024
Q3 		$701K Sell
10,359
-338
-3% -$21.7K ﹤0.01% 1186
2024
Q2 		$659K Sell
10,697
-762
-7% -$47.8K ﹤0.01% 1090
2024
Q1 		$726K Buy
11,459
+5,928
+107% +$363K ﹤0.01% 988
2023
Q4 		$342K Buy
5,531
+926
+20% +$52.9K ﹤0.01% 1208
2023
Q3 		$260K Buy
4,605
+1,217
+36% +$71.8K ﹤0.01% 1208
2023
Q2 		$200K Buy
3,388
+606
+22% +$36.2K ﹤0.01% 1254
2023
Q1 		$166K Sell
2,782
-3,726
-57% -$221K ﹤0.01% 1275
2022
Q4 		$368K Sell
6,508
-41
-0.6% -$2.2K ﹤0.01% 895
2022
Q3 		$319K Sell
6,549
-481
-7% -$26.4K ﹤0.01% 892
2022
Q2 		$384K Sell
7,030
-869
-11% -$52.6K ﹤0.01% 814
2022
Q1 		$524K Sell
7,899
-714
-8% -$48.5K ﹤0.01% 719
2021
Q4 		$630K Buy
+8,613
New +$640K ﹤0.01% 672
2021
Q2 		$402K Hold
5,419
– – ﹤0.01% 714
2021
Q1 		$402K Hold
5,419
– – ﹤0.01% 714
2020
Q4 		$402K Hold
5,419
– – ﹤0.01% 714
2020
Q3 		$402K Hold
5,419
– – ﹤0.01% 714
2020
Q2 		$402K Hold
5,419
– – ﹤0.01% 714
2020
Q1 		$402K Hold
5,419
– – ﹤0.01% 714
2019
Q4 		$402K Hold
5,419
– – ﹤0.01% 714
2019
Q3 		$402K Hold
5,419
– – ﹤0.01% 714
2019
Q2 		$402K Hold
5,419
– – ﹤0.01% 714
2019
Q1 		$402K Sell
5,419
-15,341
-74% -$859K ﹤0.01% 714
2018
Q4 		$1.08M Buy
20,760
+13,325
+179% +$746K 0.03% 373
2018
Q3 		$463K Buy
7,435
+6,755
+993% +$422K 0.01% 398
2018
Q2 		$43K Buy
680
+360
+113% +$23.6K ﹤0.01% 666
2018
Q1 		$21K Hold
320
– – ﹤0.01% 702
2017
Q4 		$21K Buy
320
+16
+5% +$1.01K ﹤0.01% 689
2017
Q3 		$19K Sell
304
-175
-37% -$10.5K ﹤0.01% 719
2017
Q2 		$28K Sell
479
-833
-63% -$47.5K ﹤0.01% 577
2017
Q1 		$71K Buy
1,312
+921
+236% +$48.4K ﹤0.01% 398
2016
Q4 		$19K Buy
+391
New +$19.7K ﹤0.01% 594
2016
Q2 		– Sell
-201
Closed -$10K – 855
2016
Q1 		$10K Buy
+201
New +$9.45K ﹤0.01% 531
2015
Q4 		– Sell
-85
Closed -$4K – 747
2015
Q3 		$4K Buy
+85
New +$4.24K ﹤0.01% 530
2014
Q1 		– Sell
-13,701
Closed -$698K – 429
2013
Q4 		$698K Sell
13,701
-5,146
-27% -$255K 0.11% 121
2013
Q3 		$914K Buy
+18,847
New +$865K 0.24% 58

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q1 2026, buying an estimated $372K and bringing the position to 85,992 shares worth $6.74M. The position accounts for 0.02% of the portfolio, ranked #695.

Carson Wealth (CWM LLC) first reported a position in SCZ in Q3 2013 and has held it in 41 quarters since. 762 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 85,992 shares of iShares MSCI EAFE Small-Cap ETF worth $6.74M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,574 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $372K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #695 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2013 and has held it in 41 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.