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

NewEdge Wealth’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	$502K	Hold	6,397	–	–	0.01%	811
2025 Q4	$496K	Buy	6,397 +65	+1%	+$4.98K	0.01%	844
2025 Q3	$479K	Buy	6,332 +723	+13%	+$54.1K	0.01%	754
2025 Q2	$419K	Buy	5,609 +779	+16%	+$52.7K	0.01%	755
2025 Q1	$307K	Hold	4,830	–	–	0.01%	768
2024 Q4	$293K	Sell	4,830 -777	-14%	-$49.4K	0.01%	772
2024 Q3	$380K	Buy	5,607 +744	+15%	+$47.9K	0.01%	672
2024 Q2	$300K	Sell	4,863 -16,093	-77%	-$1.01M	0.01%	640
2024 Q1	$1.3M	Buy	20,956 +3,983	+23%	+$244K	0.03%	383
2023 Q4	$1.05M	Sell	16,973 -399	-2%	-$22.8K	0.03%	390
2023 Q3	$981K	Sell	17,372 -264	-1%	-$15.6K	0.03%	363
2023 Q2	$1.04M	Buy	17,636 +668	+4%	+$40K	0.03%	345
2023 Q1	$1.01M	Buy	+16,968	New	+$1.01M	0.04%	315
2022 Q2	–	Sell	-42,163	Closed	-$2.8M	–	575
2022 Q1	$2.8M	Sell	42,163 -16,652	-28%	-$1.13M	0.12%	136
2021 Q4	$4.3M	Buy	+58,815	New	+$4.37M	0.18%	115

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

NewEdge Wealth's SCZ Position: Q1 2026 in Review

NewEdge Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 6,397 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #811.

NewEdge Wealth first reported a position in SCZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.3M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

NewEdge Wealth held 6,397 shares of iShares MSCI EAFE Small-Cap ETF worth $502K as of Q1 2026.
NewEdge Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #811 holding.
NewEdge Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
NewEdge Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $4.3M in Q4 2021.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

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