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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's SCZ Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 153 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Cherry Tree Wealth Management first reported a position in SCZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1K in Q3 2025. 762 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Cherry Tree Wealth Management held 153 shares of iShares MSCI EAFE Small-Cap ETF worth $12K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #394 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.1K in Q3 2025.
762 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.