NewSquare Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NewSquare Capital’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
2025 Q2	–	Sell	-50	Closed	-$3.18K	–	1362
2025 Q1	$3.18K	Hold	50	–	–	﹤0.01%	772
2024 Q4	$3.04K	Hold	50	–	–	﹤0.01%	449
2024 Q3	$3.38K	Hold	50	–	–	﹤0.01%	258
2024 Q2	$3.08K	Hold	50	–	–	﹤0.01%	276
2024 Q1	$3.17K	Hold	50	–	–	﹤0.01%	322
2023 Q4	$3.1K	Hold	50	–	–	﹤0.01%	361
2023 Q3	$2.82K	Hold	50	–	–	﹤0.01%	426
2023 Q2	$2.95K	Hold	50	–	–	﹤0.01%	485
2023 Q1	$2.98K	Sell	50 -185	-79%	-$11K	﹤0.01%	525
2022 Q4	$13.3K	Buy	235 +50	+27%	+$2.68K	﹤0.01%	262
2022 Q3	$9K	Sell	185 -376	-67%	-$20.6K	﹤0.01%	263
2022 Q2	$31K	Hold	561	–	–	﹤0.01%	208
2022 Q1	$37K	Buy	+561	New	+$38.1K	﹤0.01%	213

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's SCZ Position: Q2 2025 in Review

NewSquare Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 50 shares — an estimated $3.18K sold.

NewSquare Capital first reported a position in SCZ in Q1 2022 and held it in 13 quarters. The position peaked at $37K in Q1 2022. 718 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

NewSquare Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 50 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $3.18K.
NewSquare Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 13 quarters.
NewSquare Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $37K in Q1 2022.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.