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

River Wealth Advisors’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
2025
Q4 		– Sell
-3,876
Closed -$297K – 213
2025
Q3 		$297K Sell
3,876
-198
-5% -$14.8K 0.03% 181
2025
Q2 		$296K Sell
4,074
-490
-11% -$33.2K 0.04% 181
2025
Q1 		$290K Sell
4,564
-393
-8% -$24.8K 0.04% 177
2024
Q4 		$301K Sell
4,957
-197
-4% -$12.5K 0.04% 180
2024
Q3 		$349K Sell
5,154
-1,074
-17% -$69.1K 0.05% 166
2024
Q2 		$384K Sell
6,228
-4,408
-41% -$276K 0.06% 154
2024
Q1 		$674K Sell
10,636
-1,250
-11% -$76.5K 0.1% 124
2023
Q4 		$736K Buy
11,886
+797
+7% +$45.5K 0.12% 124
2023
Q3 		$626K Sell
11,089
-150
-1% -$8.85K 0.11% 130
2023
Q2 		$663K Sell
11,239
-19
-0.2% -$1.14K 0.11% 137
2023
Q1 		$670K Sell
11,258
-1,219
-10% -$72.4K 0.12% 134
2022
Q4 		$705K Sell
12,477
-3,355
-21% -$180K 0.14% 124
2022
Q3 		$772K Sell
15,832
-8,967
-36% -$492K 0.17% 116
2022
Q2 		$1.35M Sell
24,799
-370
-1% -$22.4K 0.25% 91
2022
Q1 		$1.67M Buy
25,169
+437
+2% +$29.7K 0.27% 89
2021
Q4 		$1.81M Sell
24,732
-2,228
-8% -$165K 0.28% 85
2021
Q3 		$2.01M Buy
26,960
+165
+0.6% +$12.6K 0.34% 76
2021
Q2 		$1.99M Buy
26,795
+175
+0.7% +$13.1K 0.35% 77
2021
Q1 		$1.91M Buy
26,620
+1,372
+5% +$97.4K 0.36% 72
2020
Q4 		$1.73M Buy
25,248
+3,523
+16% +$222K 0.37% 70
2020
Q3 		$1.28M Buy
21,725
+9,196
+73% +$527K 0.33% 80
2020
Q2 		$672K Buy
+12,529
New +$631K 0.2% 105
2019
Q1 		– Sell
-335
Closed -$17K – 420
2018
Q4 		$17K Buy
335
+130
+63% +$7.28K 0.01% 361
2018
Q3 		$13K Hold
205
– – ﹤0.01% 430
2018
Q2 		$13K Buy
+205
New +$13.4K 0.01% 416

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

River Wealth Advisors's SCZ Position: Q4 2025 in Review

River Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 3,876 shares — an estimated $297K sold.

River Wealth Advisors first reported a position in SCZ in Q2 2018 and held it in 25 quarters. The position peaked at $2.01M in Q3 2021. 755 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • River Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • River Wealth Advisors sold 3,876 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $297K.
  • River Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 25 quarters.
  • River Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.01M in Q3 2021.
  • 755 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on River Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.