EW
SCZ icon

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

Element 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
2025
Q1 		– Sell
-239
Closed -$14.5K – 265
2024
Q4 		$14.5K Hold
239
– – 0.01% 241
2024
Q3 		$16.2K Hold
239
– – 0.01% 237
2024
Q2 		$14.7K Hold
239
– – 0.01% 235
2024
Q1 		$15.1K Hold
239
– – 0.01% 222
2023
Q4 		$14.8K Buy
239
+119
+99% +$6.8K 0.01% 212
2023
Q3 		$6.78K Hold
120
– – ﹤0.01% 223
2023
Q2 		$7.08K Buy
+120
New +$7.18K ﹤0.01% 216

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Element Wealth's SCZ Position: Q1 2025 in Review

Element Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 239 shares — an estimated $14.5K sold.

Element Wealth first reported a position in SCZ in Q2 2023 and held it in 7 quarters. The position peaked at $16.2K in Q3 2024. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Element Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 239 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $14.5K.
  • Element Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 7 quarters.
  • Element Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $16.2K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.