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

Elmwood Wealth Management’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	$2.47M	Sell	30,040 -308	-1%	-$25.8K	0.62%	52
2026 Q1	$2.38M	Sell	30,348 -689	-2%	-$56K	0.66%	52
2025 Q4	$2.41M	Sell	31,037 -42	-0.1%	-$3.22K	0.76%	49
2025 Q3	$2.38M	Buy	31,079 +100	+0.3%	+$7.48K	0.84%	46
2025 Q2	$2.25M	Sell	30,979 -712	-2%	-$48.2K	0.89%	45
2025 Q1	$2.01M	Sell	31,691 -1,450	-4%	-$91.6K	0.83%	49
2024 Q4	$2.01M	Sell	33,141 -486	-1%	-$30.9K	0.81%	47
2024 Q3	$2.28M	Buy	33,627 +348	+1%	+$22.4K	0.94%	43
2024 Q2	$2.05M	Buy	33,279 +1,571	+5%	+$98.5K	0.91%	42
2024 Q1	$2.01M	Buy	31,708 +14,282	+82%	+$874K	0.86%	43
2023 Q4	$1.08M	Sell	17,426 -14,434	-45%	-$824K	0.76%	43
2023 Q3	$1.8M	Buy	31,860 +25	+0.1%	+$1.48K	0.87%	39
2023 Q2	$1.88M	Hold	31,835	–	–	0.88%	37
2023 Q1	$1.89M	Buy	31,835 +12,694	+66%	+$754K	0.9%	34
2022 Q4	$1.08M	Buy	+19,141	New	+$1.03M	0.54%	66

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

Elmwood Wealth Management's SCZ Position: Q2 2026 in Review

Elmwood Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, selling an estimated $25.8K and leaving 30,040 shares worth $2.47M. The position accounts for 0.62% of the portfolio, ranked #52.

Elmwood Wealth Management first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Elmwood Wealth Management held 30,040 shares of iShares MSCI EAFE Small-Cap ETF worth $2.47M as of Q2 2026.
Elmwood Wealth Management sold 308 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $25.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.62% of Elmwood Wealth Management's portfolio in Q2 2026, its #52 holding.
Elmwood Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.