PWM
SCZ icon

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

Perigon 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
Q1 		$1.56M Buy
19,896
+1,050
+6% +$85.4K 0.03% 424
2025
Q4 		$1.46M Sell
18,846
-2,860
-13% -$219K 0.03% 447
2025
Q3 		$1.67M Sell
21,706
-2,493
-10% -$187K 0.03% 392
2025
Q2 		$1.76M Buy
24,199
+400
+2% +$27.1K 0.04% 356
2025
Q1 		$1.51M Buy
23,799
+1,425
+6% +$90K 0.04% 364
2024
Q4 		$1.36M Buy
22,374
+475
+2% +$30.2K 0.03% 370
2024
Q3 		$1.48M Sell
21,899
-18,786
-46% -$1.21M 0.04% 338
2024
Q2 		$2.51M Sell
40,685
-3,203
-7% -$201K 0.07% 225
2024
Q1 		$2.78M Buy
43,888
+6,622
+18% +$405K 0.08% 212
2023
Q4 		$2.31M Buy
37,266
+4,569
+14% +$261K 0.08% 213
2023
Q3 		$1.85M Buy
32,697
+181
+0.6% +$10.7K 0.07% 213
2023
Q2 		$1.92M Buy
32,516
+16,529
+103% +$989K 0.08% 212
2023
Q1 		$951K Sell
15,987
-113
-0.7% -$6.71K 0.05% 279
2022
Q4 		$909K Sell
16,100
-3,116
-16% -$167K 0.06% 286
2022
Q3 		$937K Buy
19,216
+813
+4% +$44.6K 0.08% 211
2022
Q2 		$1M Buy
18,403
+4,835
+36% +$293K 0.08% 206
2022
Q1 		$900K Buy
13,568
+4,645
+52% +$315K 0.06% 256
2021
Q4 		$652K Buy
8,923
+1,343
+18% +$99.7K 0.05% 285
2021
Q3 		$564K Buy
7,580
+494
+7% +$37.6K 0.05% 283
2021
Q2 		$525K Sell
7,086
-225
-3% -$16.9K 0.05% 299
2021
Q1 		$525K Buy
7,311
+847
+13% +$60.1K 0.05% 282
2020
Q4 		$442K Buy
6,464
+921
+17% +$58.1K 0.05% 270
2020
Q3 		$327K Buy
5,543
+309
+6% +$17.7K 0.05% 286
2020
Q2 		$281K Buy
5,234
+818
+19% +$41.2K 0.04% 279
2020
Q1 		$209K Buy
4,416
+1,056
+31% +$58.7K 0.04% 290
2019
Q4 		$209K Buy
+3,360
New +$202K 0.04% 244
2019
Q3 		– Sell
-8,160
Closed -$468K – 259
2019
Q2 		$468K Buy
8,160
+460
+6% +$26.6K 0.11% 131
2019
Q1 		$453K Buy
7,700
+670
+10% +$37.5K 0.11% 132
2018
Q4 		$391K Sell
7,030
-4,820
-41% -$270K 0.1% 141
2018
Q3 		$738K Buy
11,850
+745
+7% +$46.5K 0.18% 97
2018
Q2 		$697K Buy
11,105
+560
+5% +$36.6K 0.21% 101
2018
Q1 		$687K Buy
10,545
+10,440
+9,943% +$689K 0.25% 72
2017
Q4 		$7K Hold
105
– – ﹤0.01% 515
2017
Q3 		$7K Hold
105
– – ﹤0.01% 540
2017
Q2 		$6K Hold
105
– – ﹤0.01% 523
2017
Q1 		$6K Hold
105
– – ﹤0.01% 564
2016
Q4 		$6K Sell
105
-219
-68% -$11K ﹤0.01% 629
2016
Q3 		$17K Sell
324
-281
-46% -$14.2K ﹤0.01% 422
2016
Q2 		$29K Buy
+605
New +$30.4K 0.01% 312

Other funds holding SCZ

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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Perigon Wealth Management's SCZ Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q1 2026, buying an estimated $85.4K and bringing the position to 19,896 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #424.

Perigon Wealth Management first reported a position in SCZ in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.78M in Q1 2024. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Perigon Wealth Management held 19,896 shares of iShares MSCI EAFE Small-Cap ETF worth $1.56M as of Q1 2026.
  • Perigon Wealth Management bought 1,050 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $85.4K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #424 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 39 quarters since.
  • Perigon Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.78M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.