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Kestra Private Wealth Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kestra Private Wealth Services’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 		$1.93M Buy
24,557
+3,478
+16% +$283K 0.02% 569
2025
Q4 		$1.63M Sell
21,079
-698
-3% -$53.5K 0.02% 613
2025
Q3 		$1.67M Sell
21,777
-2,196
-9% -$164K 0.02% 586
2025
Q2 		$1.74M Sell
23,973
-11,915
-33% -$806K 0.03% 540
2025
Q1 		$2.28M Sell
35,888
-16,852
-32% -$1.06M 0.04% 430
2024
Q4 		$3.2M Sell
52,740
-115
-0.2% -$7.32K 0.05% 321
2024
Q3 		$3.58M Sell
52,855
-2,098
-4% -$135K 0.07% 290
2024
Q2 		$3.39M Sell
54,953
-3,659
-6% -$229K 0.07% 274
2024
Q1 		$3.71M Buy
58,612
+1,098
+2% +$67.2K 0.08% 254
2023
Q4 		$3.56M Buy
57,514
+2,085
+4% +$119K 0.09% 240
2023
Q3 		$3.13M Buy
55,429
+5,793
+12% +$342K 0.1% 230
2023
Q2 		$2.93M Buy
49,636
+7,039
+17% +$421K 0.1% 221
2023
Q1 		$2.53M Buy
42,597
+13,374
+46% +$794K 0.1% 216
2022
Q4 		$1.65M Sell
29,223
-4,576
-14% -$246K 0.08% 269
2022
Q3 		$1.65M Buy
33,799
+1,065
+3% +$58.4K 0.1% 237
2022
Q2 		$1.79M Buy
32,734
+598
+2% +$36.2K 0.1% 241
2022
Q1 		$2.13M Buy
32,136
+2,289
+8% +$155K 0.11% 204
2021
Q4 		$2.18M Buy
29,847
+17,305
+138% +$1.28M 0.1% 209
2021
Q3 		$933K Buy
+12,542
New +$955K 0.05% 368

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's SCZ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q1 2026, buying an estimated $283K and bringing the position to 24,557 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #569.

Kestra Private Wealth Services first reported a position in SCZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q1 2024. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Kestra Private Wealth Services held 24,557 shares of iShares MSCI EAFE Small-Cap ETF worth $1.93M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,478 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $283K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #569 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's iShares MSCI EAFE Small-Cap ETF position peaked at $3.71M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.