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

Physician 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	$1.06M	Sell	12,900 -144	-1%	-$12.1K	0.13%	77
2026 Q1	$1.02M	Sell	13,044 -368	-3%	-$29.9K	0.14%	73
2025 Q4	$1.04M	Sell	13,412 -494	-4%	-$37.9K	0.14%	68
2025 Q3	$1.07M	Sell	13,906 -940	-6%	-$70.3K	0.15%	69
2025 Q2	$1.08M	Sell	14,846 -1,117	-7%	-$75.6K	0.17%	66
2025 Q1	$1.01M	Sell	15,963 -615	-4%	-$38.8K	0.17%	64
2024 Q4	$1.01M	Sell	16,578 -1,408	-8%	-$89.6K	0.17%	68
2024 Q3	$1.18M	Sell	17,986 -3,936	-18%	-$253K	0.21%	56
2024 Q2	$1.42M	Sell	21,922 -1,440	-6%	-$90.3K	0.26%	56
2024 Q1	$1.41M	Sell	23,362 -1,649	-7%	-$101K	0.3%	51
2023 Q4	$1.5M	Sell	25,011 -352	-1%	-$20.1K	0.33%	48
2023 Q3	$1.4M	Sell	25,363 -17	-0.1%	-$1K	0.36%	39
2023 Q2	$1.5M	Sell	25,380 -132	-0.5%	-$7.89K	0.37%	39
2023 Q1	$1.54M	Sell	25,512 -977	-4%	-$58K	0.4%	38
2022 Q4	$1.61M	Sell	26,489 -2,801	-10%	-$150K	0.44%	36
2022 Q3	$1.49M	Sell	29,290 -856	-3%	-$46.9K	0.46%	36
2022 Q2	$1.76M	Sell	30,146 -4,079	-12%	-$247K	0.51%	33
2022 Q1	$2.14M	Sell	34,225 -946	-3%	-$64.2K	0.57%	35
2021 Q4	$2.54M	Sell	35,171 -852	-2%	-$63.3K	0.67%	31
2021 Q3	$2.74M	Sell	36,023 -1	-0%	-$76	0.75%	28
2021 Q2	$2.68M	Sell	36,024 -526	-1%	-$39.5K	0.77%	27
2021 Q1	$2.71M	Sell	36,550 -848	-2%	-$60.2K	0.88%	27
2020 Q4	$2.67M	Sell	37,398 -3,800	-9%	-$240K	0.91%	27
2020 Q3	$2.36M	Sell	41,198 -2,568	-6%	-$147K	0.95%	26
2020 Q2	$2.5M	Sell	43,766 -1,147	-3%	-$57.8K	1.01%	24
2020 Q1	$2.09M	Buy	44,913 +5,131	+13%	+$285K	1.05%	24
2019 Q4	$2.47M	Sell	39,782 -296	-0.7%	-$17.8K	1.1%	21
2019 Q3	$2.45M	Buy	+40,078	New	+$2.26M	1.2%	20

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Physician Wealth Advisors's SCZ Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q2 2026, selling an estimated $12.1K and leaving 12,900 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #77.

Physician Wealth Advisors first reported a position in SCZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q3 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Physician Wealth Advisors held 12,900 shares of iShares MSCI EAFE Small-Cap ETF worth $1.06M as of Q2 2026.
Physician Wealth Advisors sold 144 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.13% of Physician Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Physician Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.74M in Q3 2021.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.