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

Smith Partners 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
Q2 		$671K Sell
8,157
-1,345
-14% -$113K 0.53% 32
2026
Q1 		$745K Sell
9,502
-623
-6% -$50.7K 0.67% 30
2025
Q4 		$785K Buy
+10,125
New +$776K 0.72% 28

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Smith Partners Wealth Management's SCZ Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 14% in Q2 2026, selling an estimated $113K and leaving 8,157 shares worth $671K. The position accounts for 0.53% of the portfolio, ranked #32.

Smith Partners Wealth Management first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Smith Partners Wealth Management held 8,157 shares of iShares MSCI EAFE Small-Cap ETF worth $671K as of Q2 2026.
  • Smith Partners Wealth Management sold 1,345 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $113K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.53% of Smith Partners Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Smith Partners Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Smith Partners Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $785K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.