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

PBMares 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
Q3 		$659K Sell
8,591
-646
-7% -$48.3K 0.11% 96
2025
Q2 		$671K Sell
9,237
-1,279
-12% -$86.6K 0.12% 91
2025
Q1 		$668K Buy
10,516
+230
+2% +$14.5K 0.13% 87
2024
Q4 		$625K Sell
10,286
-246
-2% -$15.6K 0.13% 96
2024
Q3 		$713K Sell
10,532
-151
-1% -$9.72K 0.15% 87
2024
Q2 		$659K Buy
10,683
+9
+0.1% +$564 0.16% 86
2024
Q1 		$676K Hold
10,674
– – 0.18% 86
2023
Q4 		$661K Buy
10,674
+8
+0.1% +$457 0.2% 78
2023
Q3 		$602K Sell
10,666
-541
-5% -$31.9K 0.22% 80
2023
Q2 		$661K Sell
11,207
-3,027
-21% -$181K 0.24% 78
2023
Q1 		$847K Buy
14,234
+67
+0.5% +$3.98K 0.31% 65
2022
Q4 		$800K Sell
14,167
-5,718
-29% -$307K 0.32% 59
2022
Q3 		$970K Hold
19,885
– – 0.42% 48
2022
Q2 		$1.08M Buy
19,885
+13
+0.1% +$787 0.47% 46
2022
Q1 		$1.32M Hold
19,872
– – 0.81% 25
2021
Q4 		$1.45M Buy
19,872
+208
+1% +$15.4K 0.61% 28
2021
Q3 		$1.46M Buy
19,664
+701
+4% +$53.4K 0.7% 27
2021
Q2 		$1.41M Buy
18,963
+7
+0% +$525 0.77% 25
2021
Q1 		$1.36M Buy
18,956
+5,466
+41% +$388K 1.11% 19
2020
Q4 		$922K Sell
13,490
-993
-7% -$62.7K 1.06% 30
2020
Q3 		$854K Hold
14,483
– – 1.26% 25
2020
Q2 		$777K Sell
14,483
-1,004
-6% -$50.6K 1.17% 26
2020
Q1 		$694K Sell
15,487
-101
-0.6% -$5.61K 1.09% 27
2019
Q4 		$971K Buy
+15,588
New +$937K 1.16% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

PBMares Wealth Management's SCZ Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7% in Q3 2025, selling an estimated $48.3K and leaving 8,591 shares worth $659K. The position accounts for 0.11% of the portfolio, ranked #96.

PBMares Wealth Management first reported a position in SCZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.46M in Q3 2021. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • PBMares Wealth Management held 8,591 shares of iShares MSCI EAFE Small-Cap ETF worth $659K as of Q3 2025.
  • PBMares Wealth Management sold 646 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $48.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #96 holding.
  • PBMares Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.46M in Q3 2021.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.