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Synergy Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-2,743
Closed -$210K – 292
2025
Q3 		$210K Buy
+2,743
New +$205K 0.01% 242
2025
Q1 		– Sell
-58
Closed -$3.93K – 709
2024
Q4 		$3.93K Buy
+58
New +$3.69K ﹤0.01% 597

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

Synergy Asset Management's SCZ Position: Q4 2025 in Review

Synergy Asset Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2025, closing a stake of 2,743 shares — an estimated $210K sold.

Synergy Asset Management first reported a position in SCZ in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Synergy Asset Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,743 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $210K.
  • Synergy Asset Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares MSCI EAFE Small-Cap ETF position peaked at $210K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.