EWA
SCZ icon

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

Elevate Wealth Advisory’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
Q1 		$75.3K Hold
960
– – 0.05% 90
2025
Q4 		$74.4K Hold
960
– – 0.05% 87
2025
Q3 		$73.7K Hold
960
– – 0.05% 86
2025
Q2 		$69.8K Buy
960
+909
+1,782% +$61.5K 0.05% 94
2025
Q1 		$3.24K Hold
51
– – ﹤0.01% 126
2024
Q4 		$3.1K Hold
51
– – ﹤0.01% 116
2024
Q3 		$3.45K Sell
51
-500
-91% -$32.2K ﹤0.01% 119
2024
Q2 		$34K Hold
551
– – 0.03% 91
2024
Q1 		$34.9K Sell
551
-356
-39% -$21.8K 0.03% 87
2023
Q4 		$56.2K Buy
+907
New +$51.8K 0.05% 82

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elevate Wealth Advisory's SCZ Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 960 shares worth $75.3K. The position accounts for 0.05% of the portfolio, ranked #90.

Elevate Wealth Advisory first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Elevate Wealth Advisory held 960 shares of iShares MSCI EAFE Small-Cap ETF worth $75.3K as of Q1 2026.
  • Elevate Wealth Advisory left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q1 2026, its #90 holding.
  • Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.