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

MB Generational 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
2026 Q1	$1.3M	Hold	16,533	–	–	0.72%	28
2025 Q4	$1.28M	Hold	16,533	–	–	0.68%	29
2025 Q3	$1.27M	Buy	+16,533	New	+$1.24M	0.81%	21
2025 Q1	$1.34M	Buy	21,126 +2,351	+13%	+$149K	1%	17
2024 Q4	$1.14M	Sell	18,775 -4,818	-20%	-$306K	0.84%	20
2024 Q3	$1.6M	Buy	23,593 +6,324	+37%	+$407K	1.15%	14
2024 Q2	$1.06M	Buy	17,269 +6,004	+53%	+$376K	0.83%	19
2024 Q1	$1.09M	Sell	11,265 -6,004	-35%	-$367K	0.86%	18
2023 Q4	$1.07M	Buy	+17,269	New	+$986K	1%	18

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MB Generational Wealth's SCZ Position: Q1 2026 in Review

MB Generational Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 16,533 shares worth $1.3M. The position accounts for 0.72% of the portfolio, ranked #28.

MB Generational Wealth first reported a position in SCZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2024. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

MB Generational Wealth held 16,533 shares of iShares MSCI EAFE Small-Cap ETF worth $1.3M as of Q1 2026.
MB Generational Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.72% of MB Generational Wealth's portfolio in Q1 2026, its #28 holding.
MB Generational Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q3 2024.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.