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 Q3	$13.1K	Sell	155 -136	-47%	-$11.6K	﹤0.01%	695
2026 Q2	$23.9K	Hold	291	–	–	﹤0.01%	704
2026 Q1	$22.8K	Buy	291 +155	+114%	+$12.6K	﹤0.01%	673
2025 Q4	$10.5K	Buy	136 +112	+467%	+$8.58K	﹤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 $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Strategic Wealth Partners's SCZ Position: Q3 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 47% in Q3 2026, selling an estimated $11.6K and leaving 155 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Strategic Wealth Partners first reported a position in SCZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $43K in Q4 2017. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Strategic Wealth Partners held 155 shares of iShares MSCI EAFE Small-Cap ETF worth $13.1K as of Q3 2026.
Strategic Wealth Partners sold 136 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $11.6K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #695 holding.
Strategic Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 10 quarters since.
Strategic Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $43K in Q4 2017.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.