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

SHP 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 		$28.3K Hold
360
– – ﹤0.01% 630
2025
Q4 		$28K Buy
+360
New +$27.6K ﹤0.01% 609

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 $15B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SHP Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 360 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

SHP Wealth Management first reported a position in SCZ in Q4 2025 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • SHP Wealth Management held 360 shares of iShares MSCI EAFE Small-Cap ETF worth $28.3K as of Q1 2026.
  • SHP Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #630 holding.
  • SHP Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.