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Laird Norton Wetherby Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$1.72M Hold
22,397
– – 0.07% 254
2025
Q2 		$1.63M Buy
+22,397
New +$1.52M 0.07% 249
2024
Q4 		$1.46M Sell
24,078
-1,598
-6% -$102K 0.07% 255
2024
Q3 		$1.74M Sell
25,676
-2,825
-10% -$182K 0.08% 241
2024
Q2 		$1.76M Hold
28,501
– – 0.08% 232
2024
Q1 		$1.8M Sell
28,501
-1,500
-5% -$91.7K 0.09% 241
2023
Q4 		$1.86M Sell
30,001
-8,039
-21% -$459K 0.1% 225
2023
Q3 		$2.15M Buy
38,040
+4,601
+14% +$271K 0.12% 168
2023
Q2 		$1.97M Sell
33,439
-13,674
-29% -$818K 0.11% 192
2023
Q1 		$2.8M Sell
47,113
-21,364
-31% -$1.27M 0.16% 132
2022
Q4 		$3.87M Buy
68,477
+8,717
+15% +$468K 0.25% 78
2022
Q3 		$2.92M Sell
59,760
-15,001
-20% -$823K 0.21% 97
2022
Q2 		$4.08M Buy
74,761
+26,091
+54% +$1.58M 0.28% 62
2022
Q1 		$3.23M Sell
48,670
-3,947
-8% -$268K 0.19% 96
2021
Q4 		$3.85M Buy
52,617
+3,995
+8% +$297K 0.22% 88
2021
Q3 		$3.62M Buy
48,622
+20,744
+74% +$1.58M 0.22% 82
2021
Q2 		$2.07M Buy
27,878
+574
+2% +$43.1K 0.13% 150
2021
Q1 		$1.96M Sell
27,304
-659
-2% -$46.8K 0.15% 134
2020
Q4 		$1.91M Buy
27,963
+659
+2% +$41.6K 0.13% 150
2020
Q3 		$1.61M Hold
27,304
– – 0.14% 141
2020
Q2 		$1.46M Sell
27,304
-17,680
-39% -$891K 0.14% 142
2020
Q1 		$2.02M Sell
44,984
-33,404
-43% -$1.86M 0.23% 90
2019
Q4 		$4.88M Buy
78,388
+4,037
+5% +$243K 0.48% 37
2019
Q3 		$4.25M Hold
74,351
– – 0.44% 44
2019
Q2 		$4.27M Sell
74,351
-3,740
-5% -$216K 0.47% 38
2019
Q1 		$4.49M Sell
78,091
-26,469
-25% -$1.48M 0.56% 32
2018
Q4 		$5.42M Buy
+104,560
New +$5.86M 0.77% 20

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SCZ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 22,397 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #254.

Laird Norton Wetherby Wealth Management first reported a position in SCZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.42M in Q4 2018. 705 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 22,397 shares of iShares MSCI EAFE Small-Cap ETF worth $1.72M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #254 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.42M in Q4 2018.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.