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

Elyxium 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	$794K	Sell	9,654 -11	-0.1%	-$921	0.08%	144
2026 Q1	$758K	Buy	9,665 +59	+0.6%	+$4.8K	0.24%	80
2025 Q4	$745K	Sell	9,606 -1,946	-17%	-$149K	0.21%	84
2025 Q3	$886K	Sell	11,552 -8,743	-43%	-$654K	0.31%	65
2025 Q2	$1.48M	Sell	20,295 -7,944	-28%	-$538K	0.55%	43
2025 Q1	$1.79M	Sell	28,239 -1,629	-5%	-$103K	0.79%	30
2024 Q4	$1.81M	Buy	29,868 +175	+0.6%	+$11.1K	1.11%	23
2024 Q3	$2.01M	Buy	+29,693	New	+$1.91M	1.11%	23

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

Elyxium Wealth's SCZ Position: Q2 2026 in Review

Elyxium Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.11% in Q2 2026, selling an estimated $921 and leaving 9,654 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #144.

Elyxium Wealth first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Elyxium Wealth held 9,654 shares of iShares MSCI EAFE Small-Cap ETF worth $794K as of Q2 2026.
Elyxium Wealth sold 11 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $921.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Elyxium Wealth's portfolio in Q2 2026, its #144 holding.
Elyxium Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Elyxium Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $2.01M in Q3 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.