Measured Wealth Private Client Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Measured Wealth Private Client 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 Q4	–	Sell	-97	Closed	-$7.44K	–	772
2025 Q3	$7.44K	Buy	+97	New	+$7.26K	﹤0.01%	581
2019 Q3	–	Sell	-3,594	Closed	-$206K	–	191
2019 Q2	$206K	Buy	+3,594	New	+$207K	0.12%	181
2018 Q4	–	Sell	-1,688	Closed	-$105K	–	587
2018 Q3	$105K	Buy	+1,688	New	+$105K	0.06%	230

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Measured Wealth Private Client Group's SCZ Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 97 shares — an estimated $7.44K sold.

Measured Wealth Private Client Group first reported a position in SCZ in Q3 2018 and held it in 3 quarters. The position peaked at $206K in Q2 2019. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Measured Wealth Private Client Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 97 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $7.44K.
Measured Wealth Private Client Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's iShares MSCI EAFE Small-Cap ETF position peaked at $206K in Q2 2019.
755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.