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

Dynamic Wealth Strategies’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
-36
Closed -$2.76K – 255
2025
Q3 		$2.76K Buy
+36
New +$2.69K ﹤0.01% 229

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 $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Dynamic Wealth Strategies's SCZ Position: Q4 2025 in Review

Dynamic Wealth Strategies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 36 shares — an estimated $2.76K sold.

Dynamic Wealth Strategies first reported a position in SCZ in Q3 2025 and held it in 1 quarter. The position peaked at $2.76K in Q3 2025. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Dynamic Wealth Strategies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 36 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $2.76K.
  • Dynamic Wealth Strategies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Dynamic Wealth Strategies's iShares MSCI EAFE Small-Cap ETF position peaked at $2.76K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2025, filed 4 Feb 2026.