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Hemington Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hemington 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
2025
Q3 		$41K Hold
536
– – 0.01% 417
2025
Q2 		$38K Buy
536
+8
+2% +$541 0.01% 408
2025
Q1 		$33K Hold
528
– – 0.01% 426
2024
Q4 		$32K Buy
528
+10
+2% +$636 0.01% 419
2024
Q3 		$32K Buy
+518
New +$33.3K 0.01% 389

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hemington Wealth Management's SCZ Position: Q3 2025 in Review

Hemington Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 536 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #417.

Hemington Wealth Management first reported a position in SCZ in Q3 2024 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Hemington Wealth Management held 536 shares of iShares MSCI EAFE Small-Cap ETF worth $41K as of Q3 2025.
  • Hemington Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #417 holding.
  • Hemington Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.