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Maia Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Maia Wealth’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
Q4 		– Sell
-5,260
Closed -$402K – 360
2025
Q3 		$402K Buy
5,260
+491
+10% +$36.7K 0.07% 235
2025
Q2 		$347K Buy
4,769
+109
+2% +$7.38K 0.07% 242
2025
Q1 		$295K Buy
4,660
+997
+27% +$63K 0.07% 231
2024
Q4 		$228K Sell
3,663
-479
-12% -$30.5K 0.05% 271
2024
Q3 		$264K Buy
4,142
+439
+12% +$28.2K 0.07% 212
2024
Q2 		$238K Buy
+3,703
New +$232K 0.07% 192
2023
Q4 		$224K Buy
+3,624
New +$207K 0.09% 174

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Maia Wealth's SCZ Position: Q4 2025 in Review

Maia Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 5,260 shares — an estimated $402K sold.

Maia Wealth first reported a position in SCZ in Q4 2023 and held it in 7 quarters. The position peaked at $402K in Q3 2025. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Maia Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Maia Wealth sold 5,260 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $402K.
  • Maia Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 7 quarters.
  • Maia Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $402K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.