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

Cherry Tree 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 		$12.6K Hold
153
– – ﹤0.01% 418
2026
Q1 		$12K Hold
153
– – ﹤0.01% 394
2025
Q4 		$11.9K Sell
153
-18
-11% -$1.38K ﹤0.01% 408
2025
Q3 		$13.1K Hold
171
– – ﹤0.01% 379
2025
Q2 		$12.4K Hold
171
– – ﹤0.01% 384
2025
Q1 		$10.9K Buy
171
+18
+12% +$1.14K ﹤0.01% 408
2024
Q4 		$9.29K Hold
153
– – ﹤0.01% 422
2024
Q3 		$10.4K Hold
153
– – ﹤0.01% 410
2024
Q2 		$9.43K Hold
153
– – ﹤0.01% 403
2024
Q1 		$9.69K Hold
153
– – ﹤0.01% 383
2023
Q4 		$9.47K Hold
153
– – ﹤0.01% 359
2023
Q3 		$8.64K Sell
153
-48
-24% -$2.83K ﹤0.01% 349
2023
Q2 		$11.9K Buy
+201
New +$12K ﹤0.01% 327

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
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
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

Cherry Tree Wealth Management's SCZ Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 153 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Cherry Tree Wealth Management first reported a position in SCZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.1K in Q3 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Cherry Tree Wealth Management held 153 shares of iShares MSCI EAFE Small-Cap ETF worth $12.6K as of Q2 2026.
  • Cherry Tree Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.1K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.