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

Private Wealth Management Group’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	–	Sell	-113	Closed	-$8.86K	–	1503
2026 Q1	$8.86K	Hold	113	–	–	﹤0.01%	560
2025 Q4	$8.76K	Hold	113	–	–	﹤0.01%	550
2025 Q3	$8.67K	Sell	113 -129	-53%	-$9.65K	﹤0.01%	567
2025 Q2	$17.6K	Sell	242 -247	-51%	-$16.7K	0.01%	337
2025 Q1	$31.1K	Hold	489	–	–	0.01%	223
2024 Q4	$29.7K	Sell	489 -70	-13%	-$4.45K	0.01%	228
2024 Q3	$37.8K	Sell	559 -371	-40%	-$23.9K	0.01%	193
2024 Q2	$57.3K	Buy	+930	New	+$58.3K	0.02%	149

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 Management Group's SCZ Position: Q2 2026 in Review

Private Wealth Management Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 113 shares — an estimated $8.86K sold.

Private Wealth Management Group first reported a position in SCZ in Q2 2024 and held it in 8 quarters. The position peaked at $57.3K in Q2 2024. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Private Wealth Management Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 113 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.86K.
Private Wealth Management Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 8 quarters.
Private Wealth Management Group's iShares MSCI EAFE Small-Cap ETF position peaked at $57.3K in Q2 2024.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.