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FAS Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FAS Wealth Partners’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 		$9.77K Hold
125
– – ﹤0.01% 460
2025
Q4 		$9.66K Buy
125
+1
+0.8% +$77 ﹤0.01% 455
2025
Q3 		$9.54K Hold
124
– – ﹤0.01% 428
2025
Q2 		$9.04K Hold
124
– – ﹤0.01% 419
2025
Q1 		$7.89K Hold
124
– – ﹤0.01% 394
2024
Q4 		$7.54K Hold
124
– – ﹤0.01% 399
2024
Q3 		$8.39K Hold
124
– – ﹤0.01% 409
2024
Q2 		$7.64K Hold
124
– – ﹤0.01% 405
2024
Q1 		$7.84K Buy
124
+76
+158% +$4.65K ﹤0.01% 411
2023
Q4 		$3K Sell
48
-176
-79% -$10.1K ﹤0.01% 413
2023
Q3 		$12.6K Buy
224
+19
+9% +$1.12K ﹤0.01% 386
2023
Q2 		$12.1K Buy
205
+1
+0.5% +$60 ﹤0.01% 364
2023
Q1 		$12.2K Sell
204
-185
-48% -$11K ﹤0.01% 387
2022
Q4 		$22K Buy
389
+115
+42% +$6.17K ﹤0.01% 365
2022
Q3 		$13K Sell
274
-83
-23% -$4.55K ﹤0.01% 363
2022
Q2 		$20K Sell
357
-31
-8% -$1.88K ﹤0.01% 357
2022
Q1 		$26K Sell
388
-1,976
-84% -$134K ﹤0.01% 350
2021
Q4 		$173K Sell
2,364
-413
-15% -$30.7K 0.02% 294
2021
Q3 		$207K Sell
2,777
-1,178
-30% -$89.7K 0.02% 281
2021
Q2 		$293K Sell
3,955
-310
-7% -$23.3K 0.03% 234
2021
Q1 		$306K Sell
4,265
-568
-12% -$40.3K 0.03% 215
2020
Q4 		$330K Buy
4,833
+55
+1% +$3.47K 0.04% 198
2020
Q3 		$282K Sell
4,778
-808
-14% -$46.3K 0.04% 205
2020
Q2 		$300K Sell
5,586
-1,121
-17% -$56.5K 0.04% 196
2020
Q1 		$301K Sell
6,707
-150,342
-96% -$8.36M 0.05% 170
2019
Q4 		$9.78M Buy
157,049
+3,425
+2% +$206K 1.65% 12
2019
Q3 		$8.79M Buy
153,624
+2,579
+2% +$146K 1.59% 12
2019
Q2 		$8.67M Sell
151,045
-2,371
-2% -$137K 1.61% 12
2019
Q1 		$8.81M Sell
153,416
-13,829
-8% -$775K 1.72% 11
2018
Q4 		$8.67M Buy
167,245
+13,620
+9% +$763K 1.98% 10
2018
Q3 		$9.57M Buy
153,625
+5,494
+4% +$343K 2.18% 10
2018
Q2 		$9.29M Buy
148,131
+5,703
+4% +$373K 2.5% 8
2018
Q1 		$9.29M Buy
142,428
+7,386
+5% +$487K 2.68% 7
2017
Q4 		$8.71M Buy
135,042
+2,839
+2% +$179K 2.29% 8
2017
Q3 		$8.2M Buy
132,203
+2,525
+2% +$151K 2.29% 8
2017
Q2 		$7.5M Buy
129,678
+5,895
+5% +$336K 2.24% 8
2017
Q1 		$6.7M Buy
123,783
+16,176
+15% +$850K 2.07% 8
2016
Q4 		$5.36M Buy
107,607
+13,136
+14% +$662K 1.59% 11
2016
Q3 		$4.95M Buy
94,471
+24,964
+36% +$1.27M 1.62% 11
2016
Q2 		$3.35M Buy
69,507
+29,892
+75% +$1.5M 1.24% 11
2016
Q1 		$1.97M Sell
39,615
-31,747
-44% -$1.49M 1.01% 12
2015
Q4 		$3.56M Buy
+71,362
New +$3.57M 1.78% 8

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

FAS Wealth Partners's SCZ Position: Q1 2026 in Review

FAS Wealth Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 125 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

FAS Wealth Partners first reported a position in SCZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.78M in Q4 2019. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • FAS Wealth Partners held 125 shares of iShares MSCI EAFE Small-Cap ETF worth $9.77K as of Q1 2026.
  • FAS Wealth Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #460 holding.
  • FAS Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • FAS Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $9.78M in Q4 2019.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.