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

HighMark 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
Q4 		– Sell
-7
Closed -$517 – 649
2025
Q3 		$517 Buy
+7
New +$524 ﹤0.01% 557
2023
Q1 		– Sell
-43,875
Closed -$2.48M – 612
2022
Q4 		$2.48M Buy
+43,875
New +$2.36M 1.87% 8
2020
Q1 		– Sell
-76
Closed -$4K – 401
2019
Q4 		$4K Buy
+76
New +$4.57K ﹤0.01% 306

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighMark Wealth Management's SCZ Position: Q4 2025 in Review

HighMark Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 7 shares — an estimated $517 sold.

HighMark Wealth Management first reported a position in SCZ in Q4 2019 and held it in 3 quarters. The position peaked at $2.48M in Q4 2022. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • HighMark Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 7 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $517.
  • HighMark Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.48M in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.