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

Presilium Private Wealth’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	-5,910	Closed	-$453K	–	79
2025 Q3	$453K	Hold	5,910	–	–	0.09%	57
2025 Q2	$430K	Sell	5,910 -4,457	-43%	-$302K	0.09%	55
2025 Q1	$659K	Sell	10,367 -2,041	-16%	-$129K	0.15%	43
2024 Q4	$754K	Sell	12,408 -65	-0.5%	-$4.13K	0.17%	44
2024 Q3	$844K	Sell	12,473 -264	-2%	-$17K	0.19%	39
2024 Q2	$785K	Sell	12,737 -49	-0.4%	-$3.07K	0.2%	40
2024 Q1	$810K	Sell	12,786 -80	-0.6%	-$4.89K	0.21%	36
2023 Q4	$796K	Buy	+12,866	New	+$735K	0.23%	37

Other funds holding SCZ

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Presilium Private Wealth's SCZ Position: Q4 2025 in Review

Presilium Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 5,910 shares — an estimated $453K sold.

Presilium Private Wealth first reported a position in SCZ in Q4 2023 and held it in 8 quarters. The position peaked at $844K in Q3 2024. 754 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Presilium Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Presilium Private Wealth sold 5,910 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $453K.
Presilium Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 8 quarters.
Presilium Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $844K in Q3 2024.
754 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

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