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Petersen Hastings Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Petersen Hastings Wealth 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 		$1.11M Sell
13,520
-39
-0.3% -$3.27K 0.09% 36
2026
Q1 		$1.06M Sell
13,559
-788
-5% -$64.1K 0.1% 38
2025
Q4 		$1.11M Buy
+14,347
New +$1.1M 0.11% 36

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
Fidelity Investments
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
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

Petersen Hastings Wealth Advisors's SCZ Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.29% in Q2 2026, selling an estimated $3.27K and leaving 13,520 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #36.

Petersen Hastings Wealth Advisors first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 13,520 shares of iShares MSCI EAFE Small-Cap ETF worth $1.11M as of Q2 2026.
  • Petersen Hastings Wealth Advisors sold 39 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.27K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Petersen Hastings Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Petersen Hastings Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.11M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.