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

Institute for 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	$104K	Buy	+1,262	New	+$106K	0.01%	672
2020 Q1	–	Sell	-194	Closed	-$12K	–	630
2019 Q4	$12K	Buy	+194	New	+$11.7K	﹤0.01%	594
2018 Q4	–	Sell	-13,694	Closed	-$864K	–	332
2018 Q3	$864K	Sell	13,694 -764	-5%	-$47.7K	0.29%	115
2018 Q2	$904K	Sell	14,458 -816	-5%	-$53.4K	0.29%	121
2018 Q1	$1M	Sell	15,274 -17,533	-53%	-$1.16M	0.3%	124
2017 Q4	$2.12M	Buy	32,807 +14,503	+79%	+$913K	0.49%	50
2017 Q3	$1.14M	Sell	18,304 -1,695	-8%	-$101K	0.37%	90
2017 Q2	$1.16M	Buy	+19,999	New	+$1.14M	0.32%	91
2015 Q4	$2.36M	Sell	47,289 -2,128	-4%	-$106K	3.53%	8
2015 Q3	$2.36M	Sell	49,417 -9,332	-16%	-$465K	4.49%	8
2015 Q2	$3M	Buy	+58,749	New	+$3.06M	3.87%	8

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

Institute for Wealth Management's SCZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 1,262 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SCZ as recently as Q4 2019.

Institute for Wealth Management first reported a position in SCZ in Q2 2015 and has held it in 11 quarters since. The position peaked at $3M in Q2 2015. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Institute for Wealth Management held 1,262 shares of iShares MSCI EAFE Small-Cap ETF worth $104K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #672 holding.
Institute for Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 11 quarters since.
Institute for Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3M in Q2 2015.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.