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

Medallion Wealth Advisors’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	$15.3K	Buy	195 +10	+5%	+$813	0.01%	701
2025 Q4	$14.3K	Hold	185	–	–	﹤0.01%	697
2025 Q3	$14.2K	Sell	185 -14	-7%	-$1.05K	0.01%	697
2025 Q2	$14.5K	Sell	199 -7	-3%	-$474	0.01%	685
2025 Q1	$13.1K	Hold	206	–	–	0.01%	646
2024 Q4	$12.5K	Buy	+206	New	+$13.1K	0.01%	633

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

Medallion Wealth Advisors's SCZ Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.4% in Q1 2026, buying an estimated $813 and bringing the position to 195 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #701.

Medallion Wealth Advisors first reported a position in SCZ in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Medallion Wealth Advisors held 195 shares of iShares MSCI EAFE Small-Cap ETF worth $15.3K as of Q1 2026.
Medallion Wealth Advisors bought 10 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $813.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #701 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.