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 Q2	$156K	Buy	1,900 +13	+0.7%	+$1.09K	0.01%	462
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	–	793
2020 Q1	$40K	Buy	+888	New	+$49.4K	0.02%	395
2019 Q4	–	Sell	-444	Closed	-$25K	–	759
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

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

Golden State Wealth Management's SCZ Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.69% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,900 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #462.

Golden State Wealth Management first reported a position in SCZ in Q1 2019 and has held it in 11 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Golden State Wealth Management held 1,900 shares of iShares MSCI EAFE Small-Cap ETF worth $156K as of Q2 2026.
Golden State Wealth Management bought 13 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.09K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #462 holding.
Golden State Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 11 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.