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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
Q2 		$598K Buy
7,274
+877
+14% +$73.4K 0.01% 808
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Wealth's SCZ Position: Q2 2026 in Review

NewEdge Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 14% in Q2 2026, buying an estimated $73.4K and bringing the position to 7,274 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #808.

NewEdge Wealth first reported a position in SCZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.3M in Q4 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • NewEdge Wealth held 7,274 shares of iShares MSCI EAFE Small-Cap ETF worth $598K as of Q2 2026.
  • NewEdge Wealth bought 877 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $73.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #808 holding.
  • NewEdge Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $4.3M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.