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

REDW 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
2026 Q2	$769K	Sell	9,353 -123	-1%	-$10.3K	0.28%	55
2026 Q1	$743K	Sell	9,476 -1,211	-11%	-$98.5K	0.3%	55
2025 Q4	$829K	Sell	10,687 -335	-3%	-$25.7K	0.32%	52
2025 Q3	$846K	Sell	11,022 -145	-1%	-$10.8K	0.32%	49
2025 Q2	$812K	Buy	11,167 +81	+0.7%	+$5.48K	0.32%	50
2025 Q1	$704K	Buy	11,086 +1,190	+12%	+$75.2K	0.26%	50
2024 Q4	$601K	Buy	+9,896	New	+$629K	0.21%	58

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

REDW Wealth's SCZ Position: Q2 2026 in Review

REDW Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, selling an estimated $10.3K and leaving 9,353 shares worth $769K. The position accounts for 0.28% of the portfolio, ranked #55.

REDW Wealth first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $846K in Q3 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

REDW Wealth held 9,353 shares of iShares MSCI EAFE Small-Cap ETF worth $769K as of Q2 2026.
REDW Wealth sold 123 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $10.3K.
iShares MSCI EAFE Small-Cap ETF made up 0.28% of REDW Wealth's portfolio in Q2 2026, its #55 holding.
REDW Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
REDW Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $846K in Q3 2025.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.