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Parcion Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Parcion Private Wealth’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
Q1 		– Sell
-177,622
Closed -$10.8M – 308
2024
Q4 		$10.8M Sell
177,622
-1,732
-1% -$110K 0.82% 27
2024
Q3 		$12.1M Sell
179,354
-1,418
-0.8% -$91.2K 1.01% 20
2024
Q2 		$11.1M Sell
180,772
-4,038
-2% -$253K 1.02% 22
2024
Q1 		$11.7M Sell
184,810
-1,848
-1% -$113K 1.03% 18
2023
Q4 		$11.6M Sell
186,658
-12,562
-6% -$717K 1.06% 19
2023
Q3 		$11.2M Sell
199,220
-597
-0.3% -$35.2K 1.17% 23
2023
Q2 		$11.8M Sell
199,817
-5,764
-3% -$345K 1.19% 21
2023
Q1 		$12.2M Sell
205,581
-10,659
-5% -$633K 1.28% 20
2022
Q4 		$12.2M Buy
216,240
+209,202
+2,972% +$11.2M 1.33% 21
2022
Q3 		$343K Buy
+7,038
New +$386K 0.04% 162
2022
Q2 		– Sell
-26,995
Closed -$1.79M – 225
2022
Q1 		$1.79M Buy
+26,995
New +$1.83M 0.17% 89

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parcion Private Wealth's SCZ Position: Q1 2025 in Review

Parcion Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 177,622 shares — an estimated $10.8M sold.

Parcion Private Wealth first reported a position in SCZ in Q1 2022 and held it in 11 quarters. The position peaked at $12.2M in Q1 2023. 688 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Parcion Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 177,622 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $10.8M.
  • Parcion Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 11 quarters.
  • Parcion Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $12.2M in Q1 2023.
  • 688 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Parcion Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.