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

Evermay 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
2025
Q1 		– Sell
-410
Closed -$24.9K – 602
2024
Q4 		$24.9K Hold
410
– – ﹤0.01% 367
2024
Q3 		$27.8K Buy
+410
New +$26.4K ﹤0.01% 376

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Evermay Wealth Management's SCZ Position: Q1 2025 in Review

Evermay Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 410 shares — an estimated $24.9K sold.

Evermay Wealth Management first reported a position in SCZ in Q3 2024 and held it in 2 quarters. The position peaked at $27.8K in Q3 2024. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Evermay Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 410 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $24.9K.
  • Evermay Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Evermay Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $27.8K in Q3 2024.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.