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 Q2	$12.6K	Buy	153 +2	+1%	+$167	﹤0.01%	107
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 $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 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

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

Newton One Investments's SCZ Position: Q2 2026 in Review

Newton One Investments increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, buying an estimated $167 and bringing the position to 153 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

Newton One Investments first reported a position in SCZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $19K in Q3 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Newton One Investments held 153 shares of iShares MSCI EAFE Small-Cap ETF worth $12.6K as of Q2 2026.
Newton One Investments bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #107 holding.
Newton One Investments first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Newton One Investments's iShares MSCI EAFE Small-Cap ETF position peaked at $19K in Q3 2021.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.