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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's SCZ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.2% in Q1 2026, buying an estimated $339K and bringing the position to 103,300 shares worth $8.1M. The position accounts for 0.06% of the portfolio, ranked #281.

Integrated Wealth Concepts first reported a position in SCZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.36M in Q3 2025. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Integrated Wealth Concepts held 103,300 shares of iShares MSCI EAFE Small-Cap ETF worth $8.1M as of Q1 2026.
Integrated Wealth Concepts bought 4,171 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $339K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #281 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's iShares MSCI EAFE Small-Cap ETF position peaked at $8.36M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

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