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 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

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

Newbridge Financial Services Group's SCZ Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 334 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Newbridge Financial Services Group first reported a position in SCZ in Q3 2020 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Newbridge Financial Services Group held 334 shares of iShares MSCI EAFE Small-Cap ETF worth $27.5K as of Q2 2026.
Newbridge Financial Services Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #637 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 12 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.