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Cornerstone Planning Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-120
Closed -$9.19K – 1823
2025
Q3 		$9.19K Buy
+120
New +$8.98K ﹤0.01% 799

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's SCZ Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 120 shares — an estimated $9.19K sold.

Cornerstone Planning Group first reported a position in SCZ in Q3 2025 and held it in 1 quarter. The position peaked at $9.19K in Q3 2025. 754 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Cornerstone Planning Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 120 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $9.19K.
  • Cornerstone Planning Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's iShares MSCI EAFE Small-Cap ETF position peaked at $9.19K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.