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

EP Wealth Advisors’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 		$1.16M Sell
14,797
-1,695
-10% -$138K 0.01% 607
2025
Q4 		$1.28M Buy
+16,492
New +$1.26M 0.01% 550
2025
Q2 		$1.18M Buy
16,246
+2,610
+19% +$177K 0.01% 528
2025
Q1 		$866K Buy
13,636
+6,445
+90% +$407K 0.01% 539
2024
Q4 		$437K Sell
7,191
-360
-5% -$22.9K ﹤0.01% 738
2024
Q3 		$511K Buy
7,551
+2,708
+56% +$174K ﹤0.01% 686
2024
Q2 		$299K Sell
4,843
-428
-8% -$26.8K ﹤0.01% 657
2024
Q1 		$334K Sell
5,271
-170
-3% -$10.4K ﹤0.01% 601
2023
Q4 		$337K Sell
5,441
-3,527
-39% -$201K ﹤0.01% 585
2023
Q3 		$506K Sell
8,968
-248,226
-97% -$14.6M 0.01% 463
2023
Q2 		$610K Buy
257,194
+247,084
+2,444% +$14.8M 0.01% 426
2023
Q1 		$695K Buy
+10,110
New +$600K 0.01% 356
2022
Q2 		– Sell
-2,137
Closed -$142K – 689
2022
Q1 		$142K Buy
+2,137
New +$145K ﹤0.01% 607
2020
Q2 		– Sell
-6,604
Closed -$296K – 385
2020
Q1 		$296K Buy
6,604
+191
+3% +$10.6K 0.01% 309
2019
Q4 		$399K Buy
6,413
+1,033
+19% +$62.1K 0.02% 300
2019
Q3 		$308K Buy
+5,380
New +$304K 0.02% 275
2019
Q1 		– Sell
-13,549
Closed -$702K – 266
2018
Q4 		$702K Sell
13,549
-64,721
-83% -$3.62M 0.05% 149
2018
Q3 		$4.88M Sell
78,270
-3,210
-4% -$200K 0.38% 47
2018
Q2 		$5.11M Buy
81,480
+51
+0.1% +$3.34K 0.48% 43
2018
Q1 		$5.31M Buy
+81,429
New +$5.37M 0.51% 44

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

EP Wealth Advisors's SCZ Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 10% in Q1 2026, selling an estimated $138K and leaving 14,797 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #607.

EP Wealth Advisors first reported a position in SCZ in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.31M in Q1 2018. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • EP Wealth Advisors held 14,797 shares of iShares MSCI EAFE Small-Cap ETF worth $1.16M as of Q1 2026.
  • EP Wealth Advisors sold 1,695 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $138K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #607 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 20 quarters since.
  • EP Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $5.31M in Q1 2018.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.