Fourth Dimension Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fourth Dimension Wealth’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	$829	Hold	10	–	–	﹤0.01%	634
2026 Q1	$779	Hold	10	–	–	﹤0.01%	547
2025 Q4	$770	Hold	10	–	–	﹤0.01%	556
2025 Q3	$748	Hold	10	–	–	﹤0.01%	549
2025 Q2	$708	Hold	10	–	–	﹤0.01%	560
2025 Q1	$610	Hold	10	–	–	﹤0.01%	579
2024 Q4	$583	Buy	+10	New	+$636	﹤0.01%	588

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Fourth Dimension Wealth's SCZ Position: Q2 2026 in Review

Fourth Dimension Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 10 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Fourth Dimension Wealth first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fourth Dimension Wealth held 10 shares of iShares MSCI EAFE Small-Cap ETF worth $829 as of Q2 2026.
Fourth Dimension Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #634 holding.
Fourth Dimension Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.