GPS Wealth Strategies Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GPS Wealth Strategies Group’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	-363	Closed	-$27.8K	–	1400
2025 Q3	$27.8K	Sell	363 -12	-3%	-$898	﹤0.01%	811
2025 Q2	$27.2K	Buy	375 +8	+2%	+$541	﹤0.01%	786
2025 Q1	$23.3K	Hold	367	–	–	﹤0.01%	795
2024 Q4	$22.3K	Sell	367 -21	-5%	-$1.34K	﹤0.01%	774
2024 Q3	$26.3K	Buy	388 +106	+38%	+$6.82K	﹤0.01%	733
2024 Q2	$17.4K	Buy	282 +273	+3,033%	+$17.1K	﹤0.01%	790
2024 Q1	$570	Sell	9 -8	-47%	-$489	﹤0.01%	1191
2023 Q4	$1.06K	Buy	17 +8	+89%	+$457	﹤0.01%	1159
2023 Q3	$508	Hold	9	–	–	﹤0.01%	1210
2023 Q2	$531	Sell	9 -198	-96%	-$11.8K	﹤0.01%	1191
2023 Q1	$12.3K	Buy	+207	New	+$12.3K	﹤0.01%	793
2022 Q4	–	Sell	-198	Closed	-$10K	–	909
2022 Q3	$10K	Hold	198	–	–	﹤0.01%	766
2022 Q2	$11K	Hold	198	–	–	﹤0.01%	746
2022 Q1	$13K	Hold	198	–	–	﹤0.01%	678
2021 Q4	$14K	Hold	198	–	–	﹤0.01%	670
2021 Q3	$15K	Hold	198	–	–	﹤0.01%	635
2021 Q2	$15K	Hold	198	–	–	﹤0.01%	661
2021 Q1	$14K	Buy	+198	New	+$14.1K	﹤0.01%	616

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

GPS Wealth Strategies Group's SCZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 363 shares — an estimated $27.8K sold.

GPS Wealth Strategies Group first reported a position in SCZ in Q1 2021 and held it in 18 quarters. The position peaked at $27.8K in Q3 2025. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 363 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $27.8K.
GPS Wealth Strategies Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's iShares MSCI EAFE Small-Cap ETF position peaked at $27.8K in Q3 2025.
752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.