PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$13.8K	Buy	167 +2	+1%	+$167	﹤0.01%	422
2026 Q1	$13K	Hold	165	–	–	﹤0.01%	386
2025 Q4	$12.8K	Buy	165 +3	+2%	+$230	﹤0.01%	399
2025 Q3	$12.5K	Hold	162	–	–	﹤0.01%	391
2025 Q2	$11.8K	Buy	+162	New	+$11K	﹤0.01%	350

Other funds holding SCZ

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCZ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q2 2026, buying an estimated $167 and bringing the position to 167 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 167 shares of iShares MSCI EAFE Small-Cap ETF worth $13.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #422 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.