Mission Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mission Wealth Management’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	$17.9M	Buy	228,135 +4,137	+2%	+$336K	0.37%	47
2025 Q4	$17.4M	Buy	223,998 +12,108	+6%	+$928K	0.35%	49
2025 Q3	$16.3M	Buy	211,890 +6,399	+3%	+$479K	0.32%	49
2025 Q2	$14.9M	Buy	205,491 +6,688	+3%	+$453K	0.32%	51
2025 Q1	$12.6M	Sell	198,803 -2,806	-1%	-$177K	0.31%	53
2024 Q4	$12.2M	Buy	201,609 +2,259	+1%	+$144K	0.29%	51
2024 Q3	$13.5M	Sell	199,350 -6,388	-3%	-$411K	0.33%	45
2024 Q2	$12.7M	Sell	205,738 -12,537	-6%	-$786K	0.34%	40
2024 Q1	$13.8M	Buy	218,275 +24,064	+12%	+$1.47M	0.36%	37
2023 Q4	$12M	Sell	194,211 -11,005	-5%	-$629K	0.39%	35
2023 Q3	$11.6M	Buy	205,216 +10,976	+6%	+$648K	0.43%	36
2023 Q2	$11.5M	Buy	194,240 +3,952	+2%	+$236K	0.43%	35
2023 Q1	$11.3M	Sell	190,288 -6,834	-3%	-$406K	0.47%	31
2022 Q4	$11.1M	Sell	197,122 -30,224	-13%	-$1.62M	0.53%	31
2022 Q3	$11.1M	Sell	227,346 -23,754	-9%	-$1.3M	0.59%	31
2022 Q2	$13.7M	Buy	251,100 +9,284	+4%	+$562K	0.72%	24
2022 Q1	$16M	Sell	241,816 -2,694	-1%	-$183K	0.74%	24
2021 Q4	$17.9M	Buy	244,510 +10,483	+4%	+$778K	0.8%	24
2021 Q3	$17.4M	Buy	234,027 +4,362	+2%	+$332K	0.89%	21
2021 Q2	$17M	Buy	229,665 +968	+0.4%	+$72.6K	0.9%	22
2021 Q1	$16.4M	Buy	228,697 +11,325	+5%	+$804K	0.95%	19
2020 Q4	$14.9M	Buy	217,372 +11,239	+5%	+$709K	0.93%	20
2020 Q3	$12.2M	Sell	206,133 -10,866	-5%	-$623K	0.91%	22
2020 Q2	$11.6M	Sell	216,999 -123,286	-36%	-$6.21M	1%	22
2020 Q1	$15.3M	Sell	340,285 -171,937	-34%	-$9.56M	1.68%	17
2019 Q4	$31.9M	Buy	512,222 +44,042	+9%	+$2.65M	3.07%	11
2019 Q3	$26.8M	Buy	468,180 +41,854	+10%	+$2.37M	2.86%	12
2019 Q2	$24.5M	Buy	426,326 +25,235	+6%	+$1.46M	2.74%	11
2019 Q1	$23M	Buy	401,091 +19,352	+5%	+$1.08M	2.67%	11
2018 Q4	$19.8M	Buy	381,739 +28,638	+8%	+$1.6M	2.58%	11
2018 Q3	$22M	Buy	353,101 +8,196	+2%	+$512K	2.9%	12
2018 Q2	$21.6M	Buy	344,905 +30,604	+10%	+$2M	3.19%	10
2018 Q1	$20.5M	Buy	314,301 +24,859	+9%	+$1.64M	3.31%	9
2017 Q4	$18.7M	Buy	289,442 +12,893	+5%	+$811K	3.2%	9
2017 Q3	$17.1M	Sell	276,549 -3,041	-1%	-$182K	3.15%	9
2017 Q2	$16.2M	Sell	279,590 -7,087	-2%	-$404K	3.07%	9
2017 Q1	$15.5M	Sell	286,677 -15,211	-5%	-$799K	3.02%	10
2016 Q4	$15M	Buy	301,888 +73,479	+32%	+$3.71M	2.99%	10
2016 Q3	$12M	Sell	228,409 -8,126	-3%	-$412K	2.89%	10
2016 Q2	$11.4M	Sell	236,535 -32,445	-12%	-$1.63M	3.03%	10
2016 Q1	$13.4M	Sell	268,980 -10,323	-4%	-$485K	3.61%	8
2015 Q4	$14M	Buy	279,303 +4,437	+2%	+$222K	3.93%	8
2015 Q3	$13.1M	Buy	274,866 +21,408	+8%	+$1.07M	3.97%	7
2015 Q2	$12.5M	Buy	+253,458	New	+$13.2M	4.29%	5

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

Mission Wealth Management's SCZ Position: Q1 2026 in Review

Mission Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q1 2026, buying an estimated $336K and bringing the position to 228,135 shares worth $17.9M. The position accounts for 0.37% of the portfolio, ranked #47.

Mission Wealth Management first reported a position in SCZ in Q2 2015 and has held it in 44 quarters since. The position peaked at $31.9M in Q4 2019. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Mission Wealth Management held 228,135 shares of iShares MSCI EAFE Small-Cap ETF worth $17.9M as of Q1 2026.
Mission Wealth Management bought 4,137 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $336K.
iShares MSCI EAFE Small-Cap ETF made up 0.37% of Mission Wealth Management's portfolio in Q1 2026, its #47 holding.
Mission Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 44 quarters since.
Mission Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $31.9M in Q4 2019.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.