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

EPG 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	$3.79K	Buy	46 +1	+2%	+$84	﹤0.01%	305
2026 Q1	$3.56K	Hold	45	–	–	﹤0.01%	307
2025 Q4	$3.52K	Hold	45	–	–	﹤0.01%	302
2025 Q3	$3.42K	Hold	45	–	–	﹤0.01%	303
2025 Q2	$3.24K	Buy	45 +1	+2%	+$68	﹤0.01%	300
2025 Q1	$2.79K	Hold	44	–	–	﹤0.01%	406
2024 Q4	$2.67K	Buy	44 +1	+2%	+$64	﹤0.01%	411
2024 Q3	$2.91K	Buy	+43	New	+$2.77K	﹤0.01%	406
2024 Q2	–	Sell	-43	Closed	-$2.7K	–	430
2024 Q1	$2.72K	Hold	43	–	–	﹤0.01%	427
2023 Q4	$2.55K	Hold	43	–	–	﹤0.01%	407
2023 Q3	$2.43K	Sell	43 -10	-19%	-$590	﹤0.01%	402
2023 Q2	$3.13K	Buy	53 +10	+23%	+$598	﹤0.01%	391
2023 Q1	$2.56K	Hold	43	–	–	﹤0.01%	400
2022 Q4	$2.43K	Hold	43	–	–	﹤0.01%	364
2022 Q3	$2K	Buy	+43	New	+$2.36K	﹤0.01%	373
2022 Q2	–	Sell	-43	Closed	-$3K	–	365
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	382
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	386
2021 Q3	$3K	Buy	+43	New	+$3.27K	﹤0.01%	362
2020 Q2	–	Sell	-99	Closed	-$4K	–	644
2020 Q1	$4K	Buy	99 +56	+130%	+$3.11K	﹤0.01%	635
2019 Q4	$3K	Buy	+43	New	+$2.58K	﹤0.01%	577

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

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

EPG Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.2% in Q2 2026, buying an estimated $84 and bringing the position to 46 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

EPG Wealth Management first reported a position in SCZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $4K in Q1 2020. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

EPG Wealth Management held 46 shares of iShares MSCI EAFE Small-Cap ETF worth $3.79K as of Q2 2026.
EPG Wealth Management bought 1 iShares MSCI EAFE Small-Cap ETF share in Q2 2026, an estimated $84.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #305 holding.
EPG Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $4K in Q1 2020.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.