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Evelyn Partners Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Evelyn Partners Asset 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
2025
Q3 		– Sell
-104
Closed -$7.56K – 286
2025
Q2 		$7.56K Sell
104
-111
-52% -$7.51K ﹤0.01% 202
2025
Q1 		$13.7K Hold
215
– – ﹤0.01% 195
2024
Q4 		$13.1K Buy
+215
New +$13.7K ﹤0.01% 196

Other funds holding SCZ

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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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn Partners Asset Management's SCZ Position: Q3 2025 in Review

Evelyn Partners Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 104 shares — an estimated $7.56K sold.

Evelyn Partners Asset Management first reported a position in SCZ in Q4 2024 and held it in 3 quarters. The position peaked at $13.7K in Q1 2025. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Evelyn Partners Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 104 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $7.56K.
  • Evelyn Partners Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.7K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.