PWM
SCZ icon

Parkworth Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Parkworth Wealth Management’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 		$1.3M Buy
17,861
+265
+2% +$17.9K 0.94% 26
2025
Q1 		$1.12M Sell
17,596
-15
-0.1% -$948 0.89% 25
2024
Q4 		$1.07M Buy
+17,611
New +$1.12M 0.89% 24

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's SCZ Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.5% in Q2 2025, buying an estimated $17.9K and bringing the position to 17,861 shares worth $1.3M. The position accounts for 0.94% of the portfolio, ranked #26.

Parkworth Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Parkworth Wealth Management held 17,861 shares of iShares MSCI EAFE Small-Cap ETF worth $1.3M as of Q2 2025.
  • Parkworth Wealth Management bought 265 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $17.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.94% of Parkworth Wealth Management's portfolio in Q2 2025, its #26 holding.
  • Parkworth Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.