SageView Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

SageView Advisory 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
2025 Q4	$1.65M	Sell	21,268 -160	-0.7%	-$12.3K	0.06%	185
2025 Q3	$1.64M	Sell	21,428 -472	-2%	-$35.3K	0.06%	190
2025 Q2	$1.61M	Buy	21,900 +2,426	+12%	+$164K	0.06%	171
2025 Q1	$1.24M	Sell	19,474 -14,338	-42%	-$906K	0.05%	199
2024 Q4	$2.05M	Buy	33,812 +25,619	+313%	+$1.63M	0.09%	123
2024 Q3	$555K	Sell	8,193 -2,712	-25%	-$175K	0.03%	288
2024 Q2	$672K	Buy	+10,905	New	+$684K	0.03%	287
2024 Q1	–	Sell	-13,159	Closed	-$797K	–	759
2023 Q4	$797K	Buy	13,159 +3,386	+35%	+$193K	0.03%	298
2023 Q3	$552K	Buy	9,773 +800	+9%	+$47.2K	0.03%	319
2023 Q2	$529K	Buy	8,973 +1,097	+14%	+$65.6K	0.03%	343
2023 Q1	$469K	Buy	7,876 +159	+2%	+$9.44K	0.03%	320
2022 Q4	$436K	Buy	+7,717	New	+$414K	0.04%	258

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's SCZ Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.75% in Q4 2025, selling an estimated $12.3K and leaving 21,268 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #185.

SageView Advisory Group first reported a position in SCZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2024. 753 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

SageView Advisory Group held 21,268 shares of iShares MSCI EAFE Small-Cap ETF worth $1.65M as of Q4 2025.
SageView Advisory Group sold 160 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $12.3K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #185 holding.
SageView Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $2.05M in Q4 2024.
753 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.