MW
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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 $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return