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

Endowment 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 		$4.13M Buy
50,158
+3,566
+8% +$299K 1.6% 17
2026
Q1 		$3.65M Buy
46,592
+1,485
+3% +$121K 1.62% 16
2025
Q4 		$3.5M Buy
45,107
+16,964
+60% +$1.3M 1.61% 17
2025
Q3 		$2.16M Buy
28,143
+714
+3% +$53.4K 0.98% 30
2025
Q2 		$1.99M Sell
27,429
-641
-2% -$43.4K 1.03% 24
2025
Q1 		$1.78M Sell
28,070
-333
-1% -$21K 1.15% 24
2024
Q4 		$1.73M Sell
28,403
-6,581
-19% -$419K 1.16% 23
2024
Q3 		$2.37M Buy
34,984
+766
+2% +$49.3K 1.56% 16
2024
Q2 		$2.11M Buy
34,218
+1,780
+5% +$112K 1.54% 16
2024
Q1 		$2.05M Buy
32,438
+3,527
+12% +$216K 1.54% 15
2023
Q4 		$1.79M Buy
28,911
+315
+1% +$18K 1.49% 18
2023
Q3 		$1.61M Buy
28,596
+3,165
+12% +$187K 1.45% 19
2023
Q2 		$1.5M Buy
25,431
+793
+3% +$47.4K 1.37% 17
2023
Q1 		$1.47M Buy
24,638
+1,670
+7% +$99.2K 1.47% 16
2022
Q4 		$1.3M Buy
22,968
+1,367
+6% +$73.4K 1.43% 15
2022
Q3 		$1.05M Buy
21,601
+3,082
+17% +$169K 1.28% 18
2022
Q2 		$1.01M Buy
18,519
+1,990
+12% +$120K 1.22% 20
2022
Q1 		$1.1M Sell
16,529
-1,295
-7% -$87.9K 1.15% 18
2021
Q4 		$1.3M Buy
+17,824
New +$1.32M 1.32% 18

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
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
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

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

Endowment Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.7% in Q2 2026, buying an estimated $299K and bringing the position to 50,158 shares worth $4.13M. The position accounts for 1.6% of the portfolio, ranked #17.

Endowment Wealth Management first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Endowment Wealth Management held 50,158 shares of iShares MSCI EAFE Small-Cap ETF worth $4.13M as of Q2 2026.
  • Endowment Wealth Management bought 3,566 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $299K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.6% of Endowment Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Endowment Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.