SC
SCZ icon

Stephens Consulting’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stephens Consulting’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
Q4 		$1.16K Buy
+15
New +$1.15K ﹤0.01% 384
2025
Q3 		– Sell
-403
Closed -$29.3K – 1022
2025
Q2 		$29.3K Hold
403
– – 0.01% 236
2025
Q1 		$25.6K Hold
403
– – 0.01% 243
2024
Q4 		$24.5K Hold
403
– – 0.01% 254
2024
Q3 		$27.3K Hold
403
– – 0.01% 236
2024
Q2 		$24.8K Sell
403
-129
-24% -$8.09K 0.01% 246
2024
Q1 		$33.7K Sell
532
-113
-18% -$6.91K 0.01% 207
2023
Q4 		$39.9K Hold
645
– – 0.01% 196
2023
Q3 		$36.4K Hold
645
– – 0.01% 198
2023
Q2 		$38K Hold
645
– – 0.02% 194
2023
Q1 		$38.4K Hold
645
– – 0.02% 196
2022
Q4 		$36.4K Sell
645
-2,173
-77% -$117K 0.02% 193
2022
Q3 		$137K Buy
+2,818
New +$155K 0.12% 84

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's SCZ Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025: 15 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in SCZ as recently as Q2 2025.

Stephens Consulting first reported a position in SCZ in Q3 2022 and has held it in 13 quarters since. The position peaked at $137K in Q3 2022. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Stephens Consulting held 15 shares of iShares MSCI EAFE Small-Cap ETF worth $1.16K as of Q4 2025.
  • iShares MSCI EAFE Small-Cap ETF was a new Stephens Consulting position in Q4 2025.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #384 holding.
  • Stephens Consulting first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 13 quarters since.
  • Stephens Consulting's iShares MSCI EAFE Small-Cap ETF position peaked at $137K in Q3 2022.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.