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

Talon Private 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 		$586 Buy
+7
New +$586 ﹤0.01% 228
2024
Q4 		– Sell
-380
Closed -$25.7K – 343
2024
Q3 		$25.7K Buy
+380
New +$24.5K 0.01% 123

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

Talon Private Wealth's SCZ Position: Q2 2026 in Review

Talon Private Wealth opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 7 shares worth $586. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in SCZ as recently as Q3 2024.

Talon Private Wealth first reported a position in SCZ in Q3 2024 and has held it in 2 quarters since. The position peaked at $25.7K in Q3 2024. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Talon Private Wealth held 7 shares of iShares MSCI EAFE Small-Cap ETF worth $586 as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new Talon Private Wealth position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2026, its #228 holding.
  • Talon Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Talon Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $25.7K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.