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

IMG 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
Q1 		$2.82K Buy
36
+27
+300% +$2.19K ﹤0.01% 423
2025
Q4 		$698 Hold
9
– – ﹤0.01% 562
2025
Q3 		$690 Buy
+9
New +$673 ﹤0.01% 534

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMG Wealth Management's SCZ Position: Q1 2026 in Review

IMG Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 300% in Q1 2026, buying an estimated $2.19K and bringing the position to 36 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

IMG Wealth Management first reported a position in SCZ in Q3 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • IMG Wealth Management held 36 shares of iShares MSCI EAFE Small-Cap ETF worth $2.82K as of Q1 2026.
  • IMG Wealth Management bought 27 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $2.19K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #423 holding.
  • IMG Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.