GSWM
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Golden State Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Golden State 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 		$148K Sell
1,887
-57
-3% -$4.63K 0.02% 427
2025
Q4 		$151K Buy
1,944
+81
+4% +$6.21K 0.02% 432
2025
Q3 		$143K Hold
1,863
– – 0.02% 436
2025
Q2 		$135K Buy
1,863
+2
+0.1% +$135 0.02% 423
2025
Q1 		$118K Sell
1,861
-369
-17% -$23.3K 0.02% 407
2024
Q4 		$135K Buy
+2,230
New +$142K 0.02% 380
2020
Q2 		– Sell
-888
Closed -$40K – 761
2020
Q1 		$40K Buy
+888
New +$49.4K 0.02% 395
2019
Q4 		– Sell
-444
Closed -$25K – 760
2019
Q3 		$25K Buy
444
+103
+30% +$5.82K 0.01% 579
2019
Q2 		$19K Sell
341
-72
-17% -$4.16K 0.01% 626
2019
Q1 		$24K Buy
+413
New +$23.1K 0.01% 582

Other funds holding SCZ

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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return