SOA Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
Other funds holding SCZ
SOA Wealth Advisors's SCZ Position: Q3 2025 in Review
SOA Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2025, closing a stake of 489 shares — an estimated $35.5K sold.
SOA Wealth Advisors first reported a position in SCZ in Q4 2020 and held it in 17 quarters. The position peaked at $35.5K in Q2 2025. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.
- SOA Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
- SOA Wealth Advisors sold 489 iShares MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $35.5K.
- SOA Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 17 quarters.
- SOA Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $35.5K in Q2 2025.
- 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.
Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.