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

Spire 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 		$121K Sell
1,469
-432
-23% -$36.2K ﹤0.01% 925
2026
Q1 		$149K Sell
1,901
-13
-0.7% -$1.06K 0.01% 868
2025
Q4 		$148K Buy
1,914
+25
+1% +$1.92K 0.01% 879
2025
Q3 		$145K Hold
1,889
– – ﹤0.01% 878
2025
Q2 		$137K Sell
1,889
-62
-3% -$4.2K ﹤0.01% 868
2025
Q1 		$124K Hold
1,951
– – ﹤0.01% 961
2024
Q4 		$118K Buy
1,951
+12
+0.6% +$763 ﹤0.01% 979
2024
Q3 		$131K Buy
1,939
+83
+4% +$5.34K ﹤0.01% 840
2024
Q2 		$114K Buy
1,856
+81
+5% +$5.08K ﹤0.01% 857
2024
Q1 		$112K Hold
1,775
– – ﹤0.01% 958
2023
Q4 		$106K Sell
1,775
-438
-20% -$25K ﹤0.01% 982
2023
Q3 		$125K Sell
2,213
-456
-17% -$26.9K ﹤0.01% 866
2023
Q2 		$157K Buy
2,669
+100
+4% +$5.98K 0.01% 802
2023
Q1 		$153K Sell
2,569
-38
-1% -$2.26K 0.01% 815
2022
Q4 		$147K Buy
2,607
+943
+57% +$50.6K 0.01% 626
2022
Q3 		$81K Buy
1,664
+6
+0.4% +$329 ﹤0.01% 781
2022
Q2 		$91K Buy
1,658
+271
+20% +$16.4K ﹤0.01% 1070
2022
Q1 		$92K Sell
1,387
-1,506
-52% -$102K ﹤0.01% 1191
2021
Q4 		$211K Sell
2,893
-209
-7% -$15.5K ﹤0.01% 1069
2021
Q3 		$231K Buy
3,102
+172
+6% +$13.1K 0.01% 863
2021
Q2 		$217K Buy
2,930
+1,448
+98% +$109K 0.01% 919
2021
Q1 		$107K Buy
+1,482
New +$105K ﹤0.01% 1374

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

Spire Wealth Management's SCZ Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 23% in Q2 2026, selling an estimated $36.2K and leaving 1,469 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Spire Wealth Management first reported a position in SCZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $231K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Spire Wealth Management held 1,469 shares of iShares MSCI EAFE Small-Cap ETF worth $121K as of Q2 2026.
  • Spire Wealth Management sold 432 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $36.2K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #925 holding.
  • Spire Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $231K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.