TWP
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Total Wealth Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Total Wealth Planning’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 		$339K Sell
4,373
-79,466
-95% -$6.09M 0.73% 30
2025
Q3 		$6.43M Buy
83,839
+5,190
+7% +$388K 0.74% 27
2025
Q2 		$5.72M Buy
78,649
+27,619
+54% +$1.87M 0.72% 27
2025
Q1 		$3.24M Sell
51,030
-2,719
-5% -$172K 0.5% 33
2024
Q4 		$3.27M Sell
53,749
-705
-1% -$44.8K 0.51% 34
2024
Q3 		$3.69M Sell
54,454
-1,400
-3% -$90.1K 0.58% 31
2024
Q2 		$3.61M Sell
55,854
-1,820
-3% -$114K 0.59% 32
2024
Q1 		$3.65M Sell
57,674
-2,457
-4% -$150K 0.63% 32
2023
Q4 		$3.72M Sell
60,131
-2,908
-5% -$166K 0.67% 32
2023
Q3 		$3.56M Sell
63,039
-138
-0.2% -$8.14K 0.73% 34
2023
Q2 		$3.73M Sell
63,177
-2,018
-3% -$121K 0.78% 31
2023
Q1 		$3.88M Sell
65,195
-1,100
-2% -$65.3K 0.86% 28
2022
Q4 		$3.74M Buy
66,295
+34,792
+110% +$1.87M 0.93% 28
2022
Q3 		$1.54M Buy
31,503
+13,413
+74% +$736K 0.44% 35
2022
Q2 		$988K Sell
18,090
-1,066
-6% -$64.5K 0.29% 43
2022
Q1 		$1.27M Buy
+19,156
New +$1.3M 0.34% 40

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

Total Wealth Planning's SCZ Position: Q4 2025 in Review

Total Wealth Planning reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 95% in Q4 2025, selling an estimated $6.09M and leaving 4,373 shares worth $339K. The position accounts for 0.73% of the portfolio, ranked #30.

Total Wealth Planning first reported a position in SCZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.43M in Q3 2025. 752 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

  • Total Wealth Planning held 4,373 shares of iShares MSCI EAFE Small-Cap ETF worth $339K as of Q4 2025.
  • Total Wealth Planning sold 79,466 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $6.09M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.73% of Total Wealth Planning's portfolio in Q4 2025, its #30 holding.
  • Total Wealth Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • Total Wealth Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $6.43M in Q3 2025.
  • 752 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.