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Martin Worley Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Martin Worley Group’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
Q2 		$718K Hold
9,877
– – 0.35% 56
2025
Q1 		$627K Hold
9,877
– – 0.36% 56
2024
Q4 		$600K Buy
+9,877
New +$628K 0.37% 55

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Martin Worley Group's SCZ Position: Q2 2025 in Review

Martin Worley Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2025 at 9,877 shares worth $718K. The position accounts for 0.35% of the portfolio, ranked #56.

Martin Worley Group first reported a position in SCZ in Q4 2024 and has held it in 3 quarters since. 717 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Martin Worley Group held 9,877 shares of iShares MSCI EAFE Small-Cap ETF worth $718K as of Q2 2025.
  • Martin Worley Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2025.
  • iShares MSCI EAFE Small-Cap ETF made up 0.35% of Martin Worley Group's portfolio in Q2 2025, its #56 holding.
  • Martin Worley Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 717 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.