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

High Point 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 		$41.1K Hold
500
– – 0.03% 154
2026
Q1 		$39.2K Hold
500
– – 0.04% 150
2025
Q4 		$38.8K Buy
+500
New +$38.3K 0.04% 162

Other funds holding SCZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

High Point Wealth Management's SCZ Position: Q2 2026 in Review

High Point Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 500 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #154.

High Point Wealth Management first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • High Point Wealth Management held 500 shares of iShares MSCI EAFE Small-Cap ETF worth $41.1K as of Q2 2026.
  • High Point Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #154 holding.
  • High Point Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.