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

Curio Wealth’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	$207K	Hold	2,522	–	–	0.06%	77
2026 Q1	$198K	Hold	2,522	–	–	0.07%	74
2025 Q4	$197K	Hold	2,522	–	–	0.07%	79
2025 Q3	$193K	Hold	2,522	–	–	0.08%	70
2025 Q2	$183K	Buy	2,522 +2,520	+126,000%	+$171K	0.08%	75
2025 Q1	$153K	Sell	2 -2,520	-100%	-$159K	0.08%	83
2024 Q4	$153K	Buy	+2,522	New	+$160K	0.08%	78

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Curio Wealth's SCZ Position: Q2 2026 in Review

Curio Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,522 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #77.

Curio Wealth first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Curio Wealth held 2,522 shares of iShares MSCI EAFE Small-Cap ETF worth $207K as of Q2 2026.
Curio Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Curio Wealth's portfolio in Q2 2026, its #77 holding.
Curio Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.