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

Fonville 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 Q1	$9.12M	Buy	116,247 +2,512	+2%	+$204K	1.74%	19
2025 Q4	$8.82M	Buy	113,735 +7,209	+7%	+$553K	1.8%	19
2025 Q3	$8.17M	Buy	106,526 +4,934	+5%	+$369K	1.84%	19
2025 Q2	$7.38M	Buy	101,592 +7,586	+8%	+$513K	1.87%	19
2025 Q1	$6.1M	Buy	94,006 +6,914	+8%	+$437K	1.8%	19
2024 Q4	$5.29M	Buy	87,092 +5,609	+7%	+$357K	1.75%	20
2024 Q3	$5.52M	Buy	81,483 +9,437	+13%	+$607K	1.91%	16
2024 Q2	$4.44M	Buy	72,046 +9,215	+15%	+$578K	1.76%	20
2024 Q1	$3.98M	Buy	62,831 +7,666	+14%	+$469K	1.76%	17
2023 Q4	$3.41M	Buy	+55,165	New	+$3.15M	1.81%	20

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 Wealth Investment Management New York $13.1B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $5.7T 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 New York $761B AUM 31.28% 1-Year Est. Return