Oak Harbor Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oak Harbor Wealth Partners’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	-11	Closed	-$699	–	265
2025 Q1	$699	Hold	11	–	–	﹤0.01%	245
2024 Q4	$668	Hold	11	–	–	﹤0.01%	223
2024 Q3	$745	Hold	11	–	–	﹤0.01%	216
2024 Q2	$678	Hold	11	–	–	﹤0.01%	216
2024 Q1	$697	Hold	11	–	–	﹤0.01%	227
2023 Q4	$681	Hold	11	–	–	﹤0.01%	227
2023 Q3	$621	Hold	11	–	–	﹤0.01%	223
2023 Q2	$649	Hold	11	–	–	﹤0.01%	233
2023 Q1	$655	Hold	11	–	–	﹤0.01%	223
2022 Q4	$621	Sell	11 -88	-89%	-$4.72K	﹤0.01%	219
2022 Q3	$5K	Sell	99 -141	-59%	-$7.73K	﹤0.01%	209
2022 Q2	$13K	Sell	240 -50	-17%	-$3.02K	0.01%	198
2022 Q1	$19K	Hold	290	–	–	0.01%	207
2021 Q4	$21K	Buy	+290	New	+$21.5K	0.01%	213

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harbor Wealth Partners's SCZ Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 11 shares — an estimated $699 sold.

Oak Harbor Wealth Partners first reported a position in SCZ in Q4 2021 and held it in 14 quarters. The position peaked at $21K in Q4 2021. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Oak Harbor Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 11 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $699.
Oak Harbor Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 14 quarters.
Oak Harbor Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $21K in Q4 2021.
714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.