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Nicolet Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Nicolet Advisory Services’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
Q4 		$2.04M Buy
25,347
+2,567
+11% +$197K 0.14% 84
2025
Q3 		$1.75M Sell
22,780
-414
-2% -$31K 0.14% 86
2025
Q2 		$1.69M Sell
23,194
-444
-2% -$30K 0.14% 83
2025
Q1 		$1.43M Sell
23,638
-882
-4% -$55.7K 0.14% 80
2024
Q4 		$1.45M Buy
24,520
+1,305
+6% +$83K 0.13% 80
2024
Q3 		$1.54M Sell
23,215
-898
-4% -$57.8K 0.15% 74
2024
Q2 		$1.52M Sell
24,113
-4,440
-16% -$278K 0.15% 73
2024
Q1 		$1.81M Sell
28,553
-703
-2% -$43K 0.18% 65
2023
Q4 		$1.77M Sell
29,256
-5,108
-15% -$292K 0.19% 65
2023
Q3 		$1.86M Sell
34,364
-622
-2% -$36.7K 0.21% 62
2023
Q2 		$2.02M Sell
34,986
-2,326
-6% -$139K 0.22% 58
2023
Q1 		$2.21M Sell
37,312
-2,427
-6% -$144K 0.25% 51
2022
Q4 		$2.34M Sell
39,739
-2,293
-5% -$123K 0.31% 45
2022
Q3 		$2.05M Sell
42,032
-29,049
-41% -$1.59M 0.33% 39
2022
Q2 		$3.86M Sell
71,081
-410
-0.6% -$24.8K 0.57% 28
2022
Q1 		$4.66M Sell
71,491
-796
-1% -$54.1K 0.61% 24
2021
Q4 		$5.28M Hold
72,287
– – 0.65% 24
2021
Q3 		$5.38M Sell
72,287
-282
-0.4% -$21.5K 0.68% 24
2021
Q2 		$5.38M Buy
72,569
+41
+0.1% +$3.08K 0.7% 24
2021
Q1 		$5.21M Sell
72,528
-8,628
-11% -$612K 0.73% 24
2020
Q4 		$5.55M Sell
81,156
-5,775
-7% -$364K 0.78% 23
2020
Q3 		$5.13M Buy
86,931
+4,625
+6% +$265K 0.8% 25
2020
Q2 		$4.41M Buy
82,306
+52,557
+177% +$2.65M 0.68% 29
2020
Q1 		$1.33M Buy
29,749
+21,138
+245% +$1.17M 0.24% 65
2019
Q4 		$536K Buy
+8,611
New +$517K 0.08% 93

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicolet Advisory Services's SCZ Position: Q4 2025 in Review

Nicolet Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 11% in Q4 2025, buying an estimated $197K and bringing the position to 25,347 shares worth $2.04M. The position accounts for 0.14% of the portfolio, ranked #84.

Nicolet Advisory Services first reported a position in SCZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.55M in Q4 2020. 753 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Nicolet Advisory Services held 25,347 shares of iShares MSCI EAFE Small-Cap ETF worth $2.04M as of Q4 2025.
  • Nicolet Advisory Services bought 2,567 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $197K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.14% of Nicolet Advisory Services's portfolio in Q4 2025, its #84 holding.
  • Nicolet Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Nicolet Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $5.55M in Q4 2020.
  • 753 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.