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

SOA Wealth Advisors’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
2025 Q3	–	Sell	-489	Closed	-$35.5K	–	923
2025 Q2	$35.5K	Buy	+489	New	+$33.1K	0.01%	417
2024 Q4	–	Sell	-62	Closed	-$4.2K	–	900
2024 Q3	$4.2K	Sell	62 -14	-18%	-$901	﹤0.01%	614
2024 Q2	$4.68K	Hold	76	–	–	﹤0.01%	612
2024 Q1	$4.81K	Hold	76	–	–	﹤0.01%	615
2023 Q4	$4.7K	Hold	76	–	–	﹤0.01%	605
2023 Q3	$4.29K	Hold	76	–	–	﹤0.01%	635
2023 Q2	$4.48K	Hold	76	–	–	﹤0.01%	635
2023 Q1	$4.52K	Hold	76	–	–	﹤0.01%	634
2022 Q4	$4.29K	Hold	76	–	–	﹤0.01%	645
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	679
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	622
2022 Q1	$5K	Hold	76	–	–	﹤0.01%	695
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	667
2021 Q3	$5K	Hold	76	–	–	﹤0.01%	691
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	676
2021 Q1	$5K	Buy	76 +14	+23%	+$994	﹤0.01%	630
2020 Q4	$4K	Buy	+62	New	+$3.91K	﹤0.01%	643

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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.