High Note Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

High Note Wealth’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	$74.1K	Hold	901	–	–	0.01%	178
2026 Q1	$70.6K	Hold	901	–	–	0.01%	179
2025 Q4	$69.9K	Hold	901	–	–	0.01%	174
2025 Q3	$69.1K	Hold	901	–	–	0.01%	164
2025 Q2	$65.5K	Hold	901	–	–	0.02%	160
2025 Q1	$57.2K	Hold	901	–	–	0.01%	163
2024 Q4	$54.7K	Buy	+901	New	+$57.3K	0.01%	167

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

High Note Wealth's SCZ Position: Q2 2026 in Review

High Note Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 901 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #178.

High Note Wealth first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

High Note Wealth held 901 shares of iShares MSCI EAFE Small-Cap ETF worth $74.1K as of Q2 2026.
High Note Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #178 holding.
High Note Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.