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

NewEdge 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 		$10.3M Buy
131,337
+8,788
+7% +$715K 0.04% 452
2025
Q4 		$9.5M Buy
122,549
+19,605
+19% +$1.5M 0.03% 446
2025
Q3 		$7.9M Buy
102,944
+8,648
+9% +$647K 0.04% 465
2025
Q2 		$6.85M Sell
94,296
-28
-0% -$1.9K 0.04% 469
2025
Q1 		$5.99M Buy
94,324
+2,511
+3% +$159K 0.04% 453
2024
Q4 		$5.58M Buy
91,813
+2,336
+3% +$149K 0.03% 463
2024
Q3 		$6.06M Buy
89,477
+6,833
+8% +$440K 0.04% 421
2024
Q2 		$5.09M Buy
82,644
+1,644
+2% +$103K 0.04% 439
2024
Q1 		$5.13M Buy
81,000
+1,898
+2% +$116K 0.04% 384
2023
Q4 		$4.74M Sell
79,102
-7,570
-9% -$432K 0.05% 366
2023
Q3 		$4.89M Buy
86,672
+10,195
+13% +$602K 0.05% 326
2023
Q2 		$4.51M Buy
76,477
+8,658
+13% +$518K 0.05% 345
2023
Q1 		$4.04M Sell
67,819
-14,434
-18% -$857K 0.05% 343
2022
Q4 		$4.58M Buy
82,253
+41,661
+103% +$2.24M 0.12% 182
2022
Q3 		$1.98M Sell
40,592
-1,872
-4% -$103K 0.03% 432
2022
Q2 		$2.32M Buy
42,464
+10,992
+35% +$665K 0.04% 402
2022
Q1 		$2.09M Sell
31,472
-9,781
-24% -$664K 0.03% 410
2021
Q4 		$3.02M Buy
41,253
+30,244
+275% +$2.25M 0.05% 341
2021
Q3 		$819K Buy
+11,009
New +$838K 0.02% 590
2020
Q1 		– Sell
-13,655
Closed -$850K – 885
2019
Q4 		$850K Sell
13,655
-9,116
-40% -$548K 0.03% 393
2019
Q3 		$1.33M Buy
22,771
+8,383
+58% +$474K 0.06% 290
2019
Q2 		$826K Sell
14,388
-1,528
-10% -$88.2K 0.05% 301
2019
Q1 		$914K Sell
15,916
-1,848
-10% -$104K 0.06% 286
2018
Q4 		$921 Buy
17,764
+1,342
+8% +$75.1K 0.06% 267
2018
Q3 		$1.07M Buy
16,422
+3,102
+23% +$194K 0.08% 222
2018
Q2 		$825 Buy
13,320
+1,894
+17% +$124K 0.08% 231
2018
Q1 		$735K Buy
+11,426
New +$754K 0.08% 221
2017
Q3 		– Sell
-577
Closed -$33.1K – 986
2017
Q2 		$33.1K Buy
+577
New +$32.9K 0.01% 610

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Advisors's SCZ Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.2% in Q1 2026, buying an estimated $715K and bringing the position to 131,337 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #452.

NewEdge Advisors first reported a position in SCZ in Q2 2017 and has held it in 28 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • NewEdge Advisors held 131,337 shares of iShares MSCI EAFE Small-Cap ETF worth $10.3M as of Q1 2026.
  • NewEdge Advisors bought 8,788 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $715K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #452 holding.
  • NewEdge Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 28 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.