HBW
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Hazlett, Burt & Watson’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hazlett, Burt & Watson’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 		$26K Hold
336
– – 0.01% 549
2025
Q4 		$26K Hold
336
– – 0.01% 554
2025
Q3 		$25K Hold
336
– – 0.01% 527
2025
Q2 		$24K Hold
336
– – 0.01% 473
2025
Q1 		$21K Sell
336
-220
-40% -$13.9K 0.01% 487
2024
Q4 		$35K Buy
556
+4
+0.7% +$254 0.02% 398
2024
Q3 		$36K Hold
552
– – 0.02% 395
2024
Q2 		$35K Buy
552
+5
+0.9% +$313 0.02% 382
2024
Q1 		$35K Hold
547
– – 0.02% 378
2023
Q4 		$35K Buy
547
+2
+0.4% +$114 0.02% 356
2023
Q3 		$30K Sell
545
-29
-5% -$1.71K 0.02% 369
2023
Q2 		$33K Buy
+574
New +$34.3K 0.02% 359

Other funds holding SCZ

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