Newton One Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Newton One Investments’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	$11.9K	Sell	151 -65	-30%	-$5.29K	﹤0.01%	97
2025 Q4	$16.8K	Buy	216 +4	+2%	+$307	﹤0.01%	90
2025 Q3	$16.3K	Hold	212	–	–	﹤0.01%	90
2025 Q2	$15.4K	Buy	212 +3	+1%	+$203	﹤0.01%	94
2025 Q1	$13.3K	Hold	209	–	–	﹤0.01%	90
2024 Q4	$12.7K	Buy	+209	New	+$13.3K	﹤0.01%	92
2024 Q3	–	Sell	-205	Closed	-$12.6K	–	95
2024 Q2	$12.6K	Buy	205 +3	+1%	+$188	0.01%	89
2024 Q1	$12.8K	Hold	202	–	–	0.01%	89
2023 Q4	$12.5K	Buy	202 +3	+2%	+$171	0.01%	89
2023 Q3	$11.2K	Hold	199	–	–	0.01%	94
2023 Q2	$11.7K	Buy	199 +3	+2%	+$179	0.01%	94
2023 Q1	$11.7K	Hold	196	–	–	0.01%	91
2022 Q4	$11.1K	Hold	196	–	–	0.01%	92
2022 Q3	$10K	Hold	196	–	–	0.01%	98
2022 Q2	$11K	Hold	196	–	–	0.01%	103
2022 Q1	$13K	Hold	196	–	–	0.01%	104
2021 Q4	$14K	Sell	196 -66	-25%	-$4.9K	0.01%	101
2021 Q3	$19K	Hold	262	–	–	0.01%	95
2021 Q2	$19K	Buy	262 +3	+1%	+$225	0.02%	94
2021 Q1	$19K	Hold	259	–	–	0.02%	61
2020 Q4	$18K	Buy	+259	New	+$16.3K	0.02%	58

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

Newton One Investments's SCZ Position: Q1 2026 in Review

Newton One Investments reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 30% in Q1 2026, selling an estimated $5.29K and leaving 151 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Newton One Investments first reported a position in SCZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $19K in Q3 2021. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Newton One Investments held 151 shares of iShares MSCI EAFE Small-Cap ETF worth $11.9K as of Q1 2026.
Newton One Investments sold 65 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $5.29K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Newton One Investments's portfolio in Q1 2026, its #97 holding.
Newton One Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Newton One Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $19K in Q3 2021.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.