Cooke Wealth Management
SCZ icon

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

Cooke 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
Q3 		$4.61M Buy
54,594
+415
+0.8% +$35.3K 3.85% 10
2026
Q2 		$4.46M Sell
54,179
-840
-2% -$70.3K 3.65% 10
2026
Q1 		$4.31M Sell
55,019
-184
-0.3% -$15K 3.82% 11
2025
Q4 		$4.43M Buy
+55,203
New +$4.23M 3.87% 11

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Cooke Wealth Management's SCZ Position: Q3 2026 in Review

Cooke Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.77% in Q3 2026, buying an estimated $35.3K and bringing the position to 54,594 shares worth $4.61M. The position accounts for 3.85% of the portfolio, ranked #10.

Cooke Wealth Management first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Cooke Wealth Management held 54,594 shares of iShares MSCI EAFE Small-Cap ETF worth $4.61M as of Q3 2026.
  • Cooke Wealth Management bought 415 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $35.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 3.85% of Cooke Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Cooke Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Cooke Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.