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CM Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CM Wealth Advisors’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 		– Sell
-6,141
Closed -$482K – 200
2026
Q1 		$482K Hold
6,141
– – 0.1% 80
2025
Q4 		$476K Hold
6,141
– – 0.11% 80
2025
Q3 		$471K Hold
6,141
– – 0.12% 60
2025
Q2 		$446K Buy
6,141
+1,633
+36% +$111K 0.13% 56
2025
Q1 		$286K Buy
+4,508
New +$285K 0.09% 70
2024
Q4 		– Sell
-13,052
Closed -$884K – 87
2024
Q3 		$884K Buy
+13,052
New +$840K 0.29% 33
2024
Q2 		– Sell
-189,564
Closed -$12M – 161
2024
Q1 		$12M Buy
+189,564
New +$11.6M 3.42% 7

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

CM Wealth Advisors's SCZ Position: Q2 2026 in Review

CM Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 6,141 shares — an estimated $482K sold.

CM Wealth Advisors first reported a position in SCZ in Q1 2024 and held it in 7 quarters. The position peaked at $12M in Q1 2024. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • CM Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 6,141 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $482K.
  • CM Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 7 quarters.
  • CM Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $12M in Q1 2024.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.