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

Partnership 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
2026 Q2	$3.19M	Buy	38,716 +1,548	+4%	+$130K	2.15%	7
2026 Q1	$2.91M	Sell	37,168 -1,499	-4%	-$122K	2.22%	7
2025 Q4	$3M	Buy	38,667 +1,238	+3%	+$94.9K	2.16%	9
2025 Q3	$2.87M	Sell	37,429 -2,769	-7%	-$207K	2.21%	9
2025 Q2	$2.92M	Buy	40,198 +772	+2%	+$52.2K	2.37%	9
2025 Q1	$2.5M	Buy	39,426 +669	+2%	+$42.3K	2.13%	9
2024 Q4	$2.35M	Buy	38,757 +7,976	+26%	+$507K	1.96%	9
2024 Q3	$2.08M	Buy	30,781 +24,368	+380%	+$1.57M	1.47%	10
2024 Q2	$395K	Sell	6,413 -659	-9%	-$41.3K	0.29%	63
2024 Q1	$448K	Buy	7,072 +118	+2%	+$7.22K	0.31%	68
2023 Q4	$419K	Buy	+6,954	New	+$397K	0.32%	63

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

Partnership Wealth Management's SCZ Position: Q2 2026 in Review

Partnership Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.2% in Q2 2026, buying an estimated $130K and bringing the position to 38,716 shares worth $3.19M. The position accounts for 2.15% of the portfolio, ranked #7.

Partnership Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Partnership Wealth Management held 38,716 shares of iShares MSCI EAFE Small-Cap ETF worth $3.19M as of Q2 2026.
Partnership Wealth Management bought 1,548 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $130K.
iShares MSCI EAFE Small-Cap ETF made up 2.15% of Partnership Wealth Management's portfolio in Q2 2026, its #7 holding.
Partnership Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.