Newbridge Financial Services Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Newbridge Financial Services 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
2026 Q3	$28.2K	Hold	334	–	–	﹤0.01%	615
2026 Q2	$27.5K	Hold	334	–	–	﹤0.01%	637
2026 Q1	$26.2K	Hold	334	–	–	﹤0.01%	578
2025 Q4	$25.9K	Hold	334	–	–	﹤0.01%	581
2025 Q3	$25.6K	Hold	334	–	–	﹤0.01%	681
2025 Q2	$24.3K	Hold	334	–	–	﹤0.01%	674
2025 Q1	$21.2K	Buy	334 +134	+67%	+$8.46K	0.01%	536
2024 Q4	$12.2K	Buy	+200	New	+$12.7K	﹤0.01%	696
2022 Q4	–	Sell	-191	Closed	-$9K	–	1502
2022 Q3	$9K	Hold	191	–	–	0.01%	913
2022 Q2	$10K	Buy	+191	New	+$11.6K	0.01%	873
2021 Q4	–	Sell	-20	Closed	-$1K	–	1526
2021 Q3	$1K	Buy	+20	New	+$1.52K	﹤0.01%	1308
2021 Q1	–	Sell	-95	Closed	-$6K	–	1423
2020 Q4	$6K	Buy	95 +1	+1%	+$63	﹤0.01%	825
2020 Q3	$6K	Buy	+94	New	+$5.39K	0.01%	782

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Newbridge Financial Services Group's SCZ Position: Q3 2026 in Review

Newbridge Financial Services Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 334 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Newbridge Financial Services Group first reported a position in SCZ in Q3 2020 and has held it in 13 quarters since. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Newbridge Financial Services Group held 334 shares of iShares MSCI EAFE Small-Cap ETF worth $28.2K as of Q3 2026.
Newbridge Financial Services Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #615 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 13 quarters since.
552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.