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

Sentinel 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
Q1 		$504K Hold
6,426
– – 0.4% 32
2025
Q4 		$498K Hold
6,426
– – 0.41% 31
2025
Q3 		$493K Hold
6,426
– – 0.43% 31
2025
Q2 		$467K Buy
+6,426
New +$435K 0.44% 31

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sentinel Wealth Management's SCZ Position: Q1 2026 in Review

Sentinel Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 6,426 shares worth $504K. The position accounts for 0.4% of the portfolio, ranked #32.

Sentinel Wealth Management first reported a position in SCZ in Q2 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Sentinel Wealth Management held 6,426 shares of iShares MSCI EAFE Small-Cap ETF worth $504K as of Q1 2026.
  • Sentinel Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.4% of Sentinel Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Sentinel Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Sentinel Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.