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Pension & Wealth Management Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pension & Wealth Management Advisors’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 		$13.8K Buy
167
+2
+1% +$167 ﹤0.01% 422
2026
Q1 		$13K Hold
165
– – ﹤0.01% 386
2025
Q4 		$12.8K Buy
165
+3
+2% +$230 ﹤0.01% 399
2025
Q3 		$12.5K Hold
162
– – ﹤0.01% 391
2025
Q2 		$11.8K Buy
+162
New +$11K ﹤0.01% 350

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's SCZ Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q2 2026, buying an estimated $167 and bringing the position to 167 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Pension & Wealth Management Advisors first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Pension & Wealth Management Advisors held 167 shares of iShares MSCI EAFE Small-Cap ETF worth $13.8K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #422 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.