IWS
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Integrity Wealth Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Integrity Wealth Solutions’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 		$591K Sell
7,536
-30
-0.4% -$2.44K 0.23% 74
2025
Q4 		$587K Sell
7,566
-360
-5% -$27.6K 0.23% 72
2025
Q3 		$608K Hold
7,926
– – 0.27% 67
2025
Q2 		$576K Buy
7,926
+155
+2% +$10.5K 0.28% 70
2025
Q1 		$494K Sell
7,771
-255
-3% -$16.1K 0.27% 69
2024
Q4 		$488K Buy
8,026
+63
+0.8% +$4.01K 0.27% 66
2024
Q3 		$539K Sell
7,963
-5,560
-41% -$358K 0.31% 58
2024
Q2 		$834K Sell
13,523
-4,369
-24% -$274K 0.54% 44
2024
Q1 		$1.13M Sell
17,892
-5,227
-23% -$320K 0.74% 39
2023
Q4 		$1.43M Buy
+23,119
New +$1.32M 0.99% 38

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TWIM
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Fidelity Investments
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TCIIS
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return