RWP
SCZ icon

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

RWA Wealth Partners’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 		$1.61M Sell
19,578
-49,240
-72% -$4.12M 0.02% 295
2026
Q1 		$5.4M Sell
68,818
-9,292
-12% -$756K 0.06% 153
2025
Q4 		$6.06M Sell
78,110
-6,861
-8% -$526K 0.07% 147
2025
Q3 		$6.52M Sell
84,971
-3,218
-4% -$241K 0.07% 149
2025
Q2 		$6.41M Buy
88,189
+53,642
+155% +$3.63M 0.08% 135
2025
Q1 		$2.19M Buy
34,547
+2,595
+8% +$164K 0.03% 234
2024
Q4 		$1.94M Sell
31,952
-75,714
-70% -$4.82M 0.02% 251
2024
Q3 		$7.29M Buy
107,666
+74,259
+222% +$4.78M 0.09% 121
2024
Q2 		$2.06M Sell
33,407
-1,438
-4% -$90.2K 0.03% 230
2024
Q1 		$2.21M Sell
34,845
-79,697
-70% -$4.87M 0.03% 229
2023
Q4 		$7.09M Buy
114,542
+95,024
+487% +$5.43M 0.1% 111
2023
Q3 		$1.1M Sell
19,518
-4,304
-18% -$254K 0.02% 183
2023
Q2 		$1.4M Sell
23,822
-1,500
-6% -$89.7K 0.03% 153
2023
Q1 		$1.51M Sell
25,322
-1,203
-5% -$71.4K 0.04% 113
2022
Q4 		$1.56M Sell
26,525
-157,620
-86% -$8.46M 0.04% 114
2022
Q3 		$8.98M Buy
184,145
+5,525
+3% +$303K 0.63% 32
2022
Q2 		$9.75M Sell
178,620
-58,948
-25% -$3.57M 0.66% 31
2022
Q1 		$15.8M Buy
237,568
+58,015
+32% +$3.94M 1.02% 21
2021
Q4 		$13.1M Sell
179,553
-77,539
-30% -$5.76M 0.88% 26
2021
Q3 		$19.1M Buy
257,092
+92,355
+56% +$7.03M 1.43% 17
2021
Q2 		$12.2M Buy
164,737
+15,635
+10% +$1.17M 0.91% 24
2021
Q1 		$10.7M Buy
149,102
+117,917
+378% +$8.37M 0.86% 29
2020
Q4 		$2.13M Sell
31,185
-97,842
-76% -$6.17M 0.19% 90
2020
Q3 		$7.61M Sell
129,027
-2,941
-2% -$169K 0.8% 27
2020
Q2 		$7.08M Buy
131,968
+112,204
+568% +$5.65M 0.87% 28
2020
Q1 		$886K Sell
19,764
-33,896
-63% -$1.88M 0.13% 102
2019
Q4 		$3.34M Buy
53,660
+9,527
+22% +$572K 0.33% 71
2019
Q3 		$2.53M Buy
44,133
+30,667
+228% +$1.73M 0.27% 86
2019
Q2 		$773K Sell
13,466
-2,607
-16% -$151K 0.08% 136
2019
Q1 		$923K Sell
16,073
-571
-3% -$32K 0.11% 124
2018
Q4 		$862K Sell
16,644
-4,387
-21% -$246K 0.11% 118
2018
Q3 		$1.31M Sell
21,031
-26,759
-56% -$1.67M 0.15% 106
2018
Q2 		$3M Sell
47,790
-368
-0.8% -$24.1K 0.33% 76
2018
Q1 		$3.14M Sell
48,158
-36,522
-43% -$2.41M 0.4% 66
2017
Q4 		$5.46M Buy
84,680
+478
+0.6% +$30.1K 0.61% 44
2017
Q3 		$5.22M Buy
84,202
+23,821
+39% +$1.42M 0.59% 47
2017
Q2 		$3.49M Buy
60,381
+1,141
+2% +$65K 0.43% 60
2017
Q1 		$3.21M Buy
+59,240
New +$3.11M 0.42% 65

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RWA Wealth Partners's SCZ Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 72% in Q2 2026, selling an estimated $4.12M and leaving 19,578 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #295.

RWA Wealth Partners first reported a position in SCZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $19.1M in Q3 2021. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • RWA Wealth Partners held 19,578 shares of iShares MSCI EAFE Small-Cap ETF worth $1.61M as of Q2 2026.
  • RWA Wealth Partners sold 49,240 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.12M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • RWA Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • RWA Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $19.1M in Q3 2021.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.