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

SteelPeak Wealth’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 		$1.41M Buy
17,162
+287
+2% +$24K 0.04% 271
2026
Q1 		$1.32M Sell
16,875
-83
-0.5% -$6.75K 0.04% 252
2025
Q4 		$1.31M Buy
16,958
+587
+4% +$45K 0.04% 253
2025
Q3 		$1.26M Buy
+16,371
New +$1.22M 0.04% 261

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

SteelPeak Wealth's SCZ Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.7% in Q2 2026, buying an estimated $24K and bringing the position to 17,162 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #271.

SteelPeak Wealth first reported a position in SCZ in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • SteelPeak Wealth held 17,162 shares of iShares MSCI EAFE Small-Cap ETF worth $1.41M as of Q2 2026.
  • SteelPeak Wealth bought 287 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $24K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #271 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.