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

Rialto Wealth 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	$1.82M	Sell	22,079 -2,109	-9%	-$177K	0.36%	55
2026 Q1	$1.9M	Sell	24,188 -8,510	-26%	-$692K	0.43%	52
2025 Q4	$2.54M	Sell	32,698 -194	-0.6%	-$14.9K	0.61%	36
2025 Q3	$2.52M	Sell	32,892 -866	-3%	-$64.8K	0.65%	35
2025 Q2	$2.45M	Sell	33,758 -1,255	-4%	-$84.9K	0.69%	35
2025 Q1	$2.22M	Sell	35,013 -247	-0.7%	-$15.6K	0.7%	37
2024 Q4	$2.14M	Buy	+35,260	New	+$2.24M	0.71%	37

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

Rialto Wealth Management's SCZ Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.7% in Q2 2026, selling an estimated $177K and leaving 22,079 shares worth $1.82M. The position accounts for 0.36% of the portfolio, ranked #55.

Rialto Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q4 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Rialto Wealth Management held 22,079 shares of iShares MSCI EAFE Small-Cap ETF worth $1.82M as of Q2 2026.
Rialto Wealth Management sold 2,109 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $177K.
iShares MSCI EAFE Small-Cap ETF made up 0.36% of Rialto Wealth Management's portfolio in Q2 2026, its #55 holding.
Rialto Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.54M in Q4 2025.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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