Empower Advisory Group
SCZ icon

Empower Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Empower Advisory Group’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 		$450K Sell
5,741
-2,876
-33% -$234K ﹤0.01% 341
2025
Q4 		$668K Buy
8,617
+1,127
+15% +$86.4K ﹤0.01% 298
2025
Q3 		$575K Sell
7,490
-1,675
-18% -$125K ﹤0.01% 318
2025
Q2 		$666K Buy
9,165
+2,683
+41% +$182K ﹤0.01% 290
2025
Q1 		$412K Sell
6,482
-364
-5% -$23K ﹤0.01% 345
2024
Q4 		$416K Sell
6,846
-623
-8% -$39.6K ﹤0.01% 349
2024
Q3 		$506K Buy
7,469
+3,103
+71% +$200K ﹤0.01% 311
2024
Q2 		$269K Sell
4,366
-107
-2% -$6.71K ﹤0.01% 423
2024
Q1 		$283K Sell
4,473
-436
-9% -$26.7K ﹤0.01% 421
2023
Q4 		$304K Buy
4,909
+54
+1% +$3.08K ﹤0.01% 393
2023
Q3 		$274K Sell
4,855
-4,815
-50% -$284K ﹤0.01% 399
2023
Q2 		$570K Buy
9,670
+431
+5% +$25.8K ﹤0.01% 289
2023
Q1 		$554K Buy
+9,239
New +$549K ﹤0.01% 295

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

Empower Advisory Group's SCZ Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 33% in Q1 2026, selling an estimated $234K and leaving 5,741 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Empower Advisory Group first reported a position in SCZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $668K in Q4 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Empower Advisory Group held 5,741 shares of iShares MSCI EAFE Small-Cap ETF worth $450K as of Q1 2026.
  • Empower Advisory Group sold 2,876 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $234K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #341 holding.
  • Empower Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $668K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.