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Kathleen S. Wright Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$127K Hold
1,653
– – 0.05% 117
2025
Q2 		$120K Hold
1,653
– – 0.05% 118
2025
Q1 		$105K Sell
1,653
-41
-2% -$2.59K 0.04% 122
2024
Q4 		$103K Hold
1,694
– – 0.04% 123
2024
Q3 		$115K Hold
1,694
– – 0.05% 124
2024
Q2 		$104K Buy
+1,694
New +$106K 0.05% 124
2023
Q4 		– Sell
-45
Closed -$2.54K – 216
2023
Q3 		$2.54K Sell
45
-130
-74% -$7.67K ﹤0.01% 176
2023
Q2 		$10.3K Sell
175
-2
-1% -$120 0.01% 130
2023
Q1 		$10.5K Buy
177
+47
+36% +$2.79K 0.01% 126
2022
Q4 		$7K Buy
+130
New +$6.98K ﹤0.01% 167
2022
Q3 		– Sell
-136
Closed -$7K – 192
2022
Q2 		$7K Sell
136
-205
-60% -$12.4K 0.01% 133
2022
Q1 		$23K Buy
+341
New +$23.2K 0.02% 123

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kathleen S. Wright Associates's SCZ Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 1,653 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #117.

Kathleen S. Wright Associates first reported a position in SCZ in Q1 2022 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Kathleen S. Wright Associates held 1,653 shares of iShares MSCI EAFE Small-Cap ETF worth $127K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #117 holding.
  • Kathleen S. Wright Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 12 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.