SWIM
SCZ icon

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

Smallwood Wealth Investment 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 		$7.53K Hold
96
– – ﹤0.01% 343
2025
Q4 		$7.44K Hold
96
– – ﹤0.01% 330
2025
Q3 		$7.37K Hold
96
– – ﹤0.01% 334
2025
Q2 		$6.98K Hold
96
– – ﹤0.01% 340
2025
Q1 		$6.1K Buy
+96
New +$6.06K ﹤0.01% 341

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

Smallwood Wealth Investment Management's SCZ Position: Q1 2026 in Review

Smallwood Wealth Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 96 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Smallwood Wealth Investment Management first reported a position in SCZ in Q1 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Smallwood Wealth Investment Management held 96 shares of iShares MSCI EAFE Small-Cap ETF worth $7.53K as of Q1 2026.
  • Smallwood Wealth Investment 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 Smallwood Wealth Investment Management's portfolio in Q1 2026, its #343 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.