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

Modern 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 Q2	$329K	Buy	3,996 +4	+0.1%	+$335	﹤0.01%	854
2026 Q1	$318K	Sell	3,992 -338	-8%	-$27.5K	0.01%	697
2025 Q4	$336K	Buy	4,330 +1,435	+50%	+$110K	0.01%	652
2025 Q3	$222K	Buy	2,895 +59	+2%	+$4.41K	﹤0.01%	738
2025 Q2	$206K	Sell	2,836 -752	-21%	-$50.9K	0.01%	738
2025 Q1	$228K	Sell	3,588 -893	-20%	-$56.4K	0.01%	612
2024 Q4	$272K	Sell	4,481 -2,839	-39%	-$181K	0.01%	481
2024 Q3	$496K	Sell	7,320 -1,075	-13%	-$69.2K	0.03%	254
2024 Q2	$517K	Buy	+8,395	New	+$526K	0.04%	215

Other funds holding SCZ

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 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

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

Modern Wealth Management's SCZ Position: Q2 2026 in Review

Modern Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.1% in Q2 2026, buying an estimated $335 and bringing the position to 3,996 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Modern Wealth Management first reported a position in SCZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $517K in Q2 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Modern Wealth Management held 3,996 shares of iShares MSCI EAFE Small-Cap ETF worth $329K as of Q2 2026.
Modern Wealth Management bought 4 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $335.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #854 holding.
Modern Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $517K in Q2 2024.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.