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

Spectrum Wealth Counsel’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
Q1 		$420K Sell
6,612
-40
-0.6% -$2.53K 0.05% 93
2024
Q4 		$404K Buy
6,652
+1,559
+31% +$99.2K 0.05% 97
2024
Q3 		$345K Hold
5,093
– – 0.04% 105
2024
Q2 		$314K Hold
5,093
– – 0.04% 107
2024
Q1 		$323K Hold
5,093
– – 0.04% 119
2023
Q4 		$315K Buy
+5,093
New +$291K 0.04% 114

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Spectrum Wealth Counsel's SCZ Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.6% in Q1 2025, selling an estimated $2.53K and leaving 6,612 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #93.

Spectrum Wealth Counsel first reported a position in SCZ in Q4 2023 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Spectrum Wealth Counsel held 6,612 shares of iShares MSCI EAFE Small-Cap ETF worth $420K as of Q1 2025.
  • Spectrum Wealth Counsel sold 40 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $2.53K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #93 holding.
  • Spectrum Wealth Counsel first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.