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

Strategic Wealth Partners’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 Q1	$22.8K	Buy	291 +155	+114%	+$12.6K	﹤0.01%	673
2025 Q4	$10.5K	Buy	136 +112	+467%	+$8.59K	﹤0.01%	876
2025 Q3	$1.84K	Hold	24	–	–	﹤0.01%	1171
2025 Q2	$1.74K	Buy	+24	New	+$1.62K	﹤0.01%	1018
2019 Q4	–	Sell	-145	Closed	-$8.3K	–	435
2019 Q3	$8.3K	Sell	145 -14	-9%	-$791	0.04%	152
2019 Q2	$8K	Buy	159 +14	+10%	+$808	﹤0.01%	589
2019 Q1	$8K	Buy	+145	New	+$8.12K	﹤0.01%	583
2018 Q1	–	Sell	-672	Closed	-$43K	–	821
2017 Q4	$43K	Buy	+672	New	+$42.3K	0.02%	235

Other funds holding SCZ

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

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

Strategic Wealth Partners's SCZ Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 114% in Q1 2026, buying an estimated $12.6K and bringing the position to 291 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Strategic Wealth Partners first reported a position in SCZ in Q4 2017 and has held it in 8 quarters since. The position peaked at $43K in Q4 2017. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Strategic Wealth Partners held 291 shares of iShares MSCI EAFE Small-Cap ETF worth $22.8K as of Q1 2026.
Strategic Wealth Partners bought 155 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $12.6K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #673 holding.
Strategic Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 8 quarters since.
Strategic Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $43K in Q4 2017.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.