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

Simplicity Wealth’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	$453K	Sell	5,776 -349	-6%	-$28.4K	0.03%	475
2025 Q4	$475K	Sell	6,125 -1,030	-14%	-$79K	0.03%	447
2025 Q3	$549K	Sell	7,155 -6,775	-49%	-$507K	0.03%	419
2025 Q2	$1.01M	Buy	13,930 +6,430	+86%	+$435K	0.04%	329
2025 Q1	$476K	Buy	+7,500	New	+$474K	0.04%	354
2024 Q4	–	Sell	-3,386	Closed	-$229K	–	480
2024 Q3	$229K	Sell	3,386 -64,526	-95%	-$4.15M	0.02%	447
2024 Q2	$4.19M	Buy	67,912 +9,246	+16%	+$580K	0.09%	213
2024 Q1	$3.72M	Buy	58,666 +54,901	+1,458%	+$3.36M	0.09%	234
2023 Q4	$233K	Buy	+3,765	New	+$215K	0.09%	161

Other funds holding SCZ

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

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

Simplicity Wealth's SCZ Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.7% in Q1 2026, selling an estimated $28.4K and leaving 5,776 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #475.

Simplicity Wealth first reported a position in SCZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.19M in Q2 2024. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Simplicity Wealth held 5,776 shares of iShares MSCI EAFE Small-Cap ETF worth $453K as of Q1 2026.
Simplicity Wealth sold 349 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $28.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #475 holding.
Simplicity Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Simplicity Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $4.19M in Q2 2024.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.