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

PFG Private 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
Q4 		– Sell
-7,926
Closed -$608K – 125
2025
Q3 		$608K Buy
+7,926
New +$593K 0.27% 67

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $29.3B AUM 38.15% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's SCZ Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 7,926 shares — an estimated $608K sold.

PFG Private Wealth Management first reported a position in SCZ in Q3 2025 and held it in 1 quarter. The position peaked at $608K in Q3 2025. 753 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • PFG Private Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 7,926 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $608K.
  • PFG Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $608K in Q3 2025.
  • 753 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.