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LPWM LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

LPWM LLC’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
Q2 		$287K Buy
3,489
+173
+5% +$14.5K 0.06% 83
2026
Q1 		$260K Sell
3,316
-1
-0% -$81 0.07% 84
2025
Q4 		$257K Hold
3,317
– – 0.06% 79
2025
Q3 		$254K Sell
3,317
-19
-0.6% -$1.42K 0.07% 75
2025
Q2 		$242K Sell
3,336
-368
-10% -$24.9K 0.07% 77
2025
Q1 		$235K Sell
3,704
-17
-0.5% -$1.07K 0.08% 76
2024
Q4 		$226K Sell
3,721
-220
-6% -$14K 0.07% 74
2024
Q3 		$261K Sell
3,941
-2
-0.1% -$129 0.09% 70
2024
Q2 		$247K Sell
3,943
-89
-2% -$5.58K 0.09% 65
2024
Q1 		$252K Sell
4,032
-275
-6% -$16.8K 0.09% 64
2023
Q4 		$261K Buy
4,307
+158
+4% +$9.02K 0.1% 60
2023
Q3 		$230K Buy
4,149
+148
+4% +$8.73K 0.1% 60
2023
Q2 		$236K Sell
4,001
-26
-0.6% -$1.55K 0.1% 61
2023
Q1 		$240K Buy
4,027
+347
+9% +$20.6K 0.12% 56
2022
Q4 		$215K Sell
3,680
-475
-11% -$25.5K 0.12% 56
2022
Q3 		$203K Sell
4,155
-289
-7% -$15.8K 0.12% 57
2022
Q2 		$243K Buy
4,444
+4
+0.1% +$242 0.14% 55
2022
Q1 		$290K Sell
4,440
-64
-1% -$4.35K 0.14% 56
2021
Q4 		$329K Buy
4,504
+205
+5% +$15.2K 0.17% 52
2021
Q3 		$321K Buy
4,299
+80
+2% +$6.09K 0.19% 46
2021
Q2 		$317K Buy
4,219
+104
+3% +$7.8K 0.19% 46
2021
Q1 		$300K Buy
4,115
+425
+12% +$30.2K 0.2% 44
2020
Q4 		$252K Buy
3,690
+141
+4% +$8.9K 0.19% 48
2020
Q3 		$211K Buy
+3,549
New +$203K 0.17% 48

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPWM LLC's SCZ Position: Q2 2026 in Review

LPWM LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,489 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #83.

LPWM LLC first reported a position in SCZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $329K in Q4 2021. 768 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • LPWM LLC held 3,489 shares of iShares MSCI EAFE Small-Cap ETF worth $287K as of Q2 2026.
  • LPWM LLC bought 173 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $14.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of LPWM LLC's portfolio in Q2 2026, its #83 holding.
  • LPWM LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • LPWM LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $329K in Q4 2021.
  • 768 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.