Integrated Wealth Concepts
SCZ icon

Integrated Wealth Concepts’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Integrated Wealth Concepts’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 		$8.74M Buy
106,188
+2,888
+3% +$242K 0.06% 323
2026
Q1 		$8.1M Buy
103,300
+4,171
+4% +$339K 0.06% 281
2025
Q4 		$7.69M Sell
99,129
-9,808
-9% -$752K 0.09% 203
2025
Q3 		$8.36M Buy
108,937
+10,900
+11% +$815K 0.07% 254
2025
Q2 		$7.13M Buy
98,037
+3,071
+3% +$208K 0.07% 265
2025
Q1 		$6.03M Sell
94,966
-13,199
-12% -$834K 0.07% 274
2024
Q4 		$6.57M Buy
108,165
+12,839
+13% +$817K 0.08% 247
2024
Q3 		$6.45M Sell
95,326
-1,926
-2% -$124K 0.08% 237
2024
Q2 		$5.99M Buy
97,252
+2,816
+3% +$177K 0.08% 230
2024
Q1 		$5.98M Sell
94,436
-3,763
-4% -$230K 0.09% 237
2023
Q4 		$6.08M Sell
98,199
-26,735
-21% -$1.53M 0.1% 213
2023
Q3 		$7.06M Sell
124,934
-316
-0.3% -$18.6K 0.12% 180
2023
Q2 		$7.39M Buy
125,250
+99,031
+378% +$5.92M 0.13% 173
2023
Q1 		$1.56M Buy
+26,219
New +$1.56M 0.03% 481

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $89B AUM 37.98% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Concepts's SCZ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.8% in Q2 2026, buying an estimated $242K and bringing the position to 106,188 shares worth $8.74M. The position accounts for 0.06% of the portfolio, ranked #323.

Integrated Wealth Concepts first reported a position in SCZ in Q1 2023 and has held it in 14 quarters since. 773 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Integrated Wealth Concepts held 106,188 shares of iShares MSCI EAFE Small-Cap ETF worth $8.74M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,888 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $242K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #323 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.