HWM
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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 – 613
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

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return