FSC Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

FSC Wealth Advisors’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 Q4	–	Sell	-6,622	Closed	-$508K	–	65
2025 Q3	$508K	Buy	6,622 +1,111	+20%	+$83.1K	0.29%	44
2025 Q2	$401K	Buy	5,511 +271	+5%	+$18.3K	0.25%	48
2025 Q1	$333K	Buy	5,240 +1,227	+31%	+$77.5K	0.22%	56
2024 Q4	$244K	Buy	4,013 +1,090	+37%	+$69.3K	0.16%	61
2024 Q3	$198K	Buy	2,923 +595	+26%	+$38.3K	0.14%	66
2024 Q2	$143K	Buy	2,328 +1,117	+92%	+$70K	0.11%	64
2024 Q1	$76.7K	Buy	1,211 +673	+125%	+$41.2K	0.05%	77
2023 Q4	$33.3K	Buy	538 +167	+45%	+$9.54K	0.02%	123
2023 Q3	$20.9K	Buy	371 +24	+7%	+$1.42K	0.02%	125
2023 Q2	$20.5K	Buy	347 +171	+97%	+$10.2K	0.02%	110
2023 Q1	$10.5K	Buy	176 +32	+22%	+$1.9K	0.02%	116
2022 Q4	$8.13K	Buy	144 +42	+41%	+$2.25K	0.01%	118
2022 Q3	$5K	Buy	102 +11	+12%	+$603	0.05%	135
2022 Q2	$5K	Hold	91	–	–	0.04%	140
2022 Q1	$6K	Buy	91 +52	+133%	+$3.53K	0.01%	138
2021 Q4	$3K	Buy	+39	New	+$2.9K	﹤0.01%	156

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's SCZ Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 6,622 shares — an estimated $508K sold.

FSC Wealth Advisors first reported a position in SCZ in Q4 2021 and held it in 16 quarters. The position peaked at $508K in Q3 2025. 753 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 6,622 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $508K.
FSC Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 16 quarters.
FSC Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $508K in Q3 2025.
753 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.