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 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 $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

Private Wealth Asset Management's SCZ Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 251 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Private Wealth Asset Management first reported a position in SCZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.6K in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Private Wealth Asset Management held 251 shares of iShares MSCI EAFE Small-Cap ETF worth $20.6K as of Q2 2026.
Private Wealth Asset Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #563 holding.
Private Wealth Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $27.6K in Q3 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.