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

Private Wealth Asset 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 Q3	–	Sell	-251	Closed	-$20.6K	–	1026
2026 Q2	$20.6K	Hold	251	–	–	﹤0.01%	563
2026 Q1	$19.7K	Hold	251	–	–	﹤0.01%	566
2025 Q4	$19.5K	Sell	251 -108	-30%	-$8.28K	﹤0.01%	562
2025 Q3	$27.6K	Buy	359 +108	+43%	+$8.08K	﹤0.01%	477
2025 Q2	$18.2K	Hold	251	–	–	﹤0.01%	553
2025 Q1	$15.9K	Buy	+251	New	+$15.9K	﹤0.01%	548

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Wealth Asset Management's SCZ Position: Q3 2026 in Review

Private Wealth Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 251 shares — an estimated $20.6K sold.

Private Wealth Asset Management first reported a position in SCZ in Q1 2025 and held it in 6 quarters. The position peaked at $27.6K in Q3 2025. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Private Wealth Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Private Wealth Asset Management sold 251 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $20.6K.
Private Wealth Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and held it in 6 quarters.
Private Wealth Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $27.6K in Q3 2025.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.