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

Gen-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
Q2 		$32.5K Hold
395
– – 0.01% 452
2026
Q1 		$31K Hold
395
– – 0.01% 436
2025
Q4 		$30.6K Hold
395
– – 0.01% 430
2025
Q3 		$30.3K Hold
395
– – 0.01% 431
2025
Q2 		$28.7K Buy
+395
New +$26.7K 0.01% 383

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gen-Wealth Partners's SCZ Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 395 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #452.

Gen-Wealth Partners first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Gen-Wealth Partners held 395 shares of iShares MSCI EAFE Small-Cap ETF worth $32.5K as of Q2 2026.
  • Gen-Wealth Partners 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 Gen-Wealth Partners's portfolio in Q2 2026, its #452 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.