U.S. Capital Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

U.S. Capital Wealth Advisors’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	$226K	Hold	2,883	–	–	0.01%	912
2025 Q4	$224K	Sell	2,883 -96	-3%	-$7.36K	0.01%	891
2025 Q3	$229K	Sell	2,979 -1,251	-30%	-$93.6K	0.01%	857
2025 Q2	$307K	Sell	4,230 -36	-0.8%	-$2.44K	0.01%	705
2025 Q1	$271K	Sell	4,266 -136	-3%	-$8.59K	0.01%	724
2024 Q4	$267K	Sell	4,402 -2,430	-36%	-$155K	0.01%	713
2024 Q3	$463K	Buy	6,832 +57	+0.8%	+$3.67K	0.02%	492
2024 Q2	$418K	Hold	6,775	–	–	0.02%	493
2024 Q1	$429K	Sell	6,775 -1,575	-19%	-$96.3K	0.02%	487
2023 Q4	$517K	Sell	8,350 -307	-4%	-$17.5K	0.02%	447
2023 Q3	$489K	Sell	8,657 -374	-4%	-$22.1K	0.02%	437
2023 Q2	$533K	Buy	9,031 +269	+3%	+$16.1K	0.03%	430
2023 Q1	$521K	Buy	8,762 +411	+5%	+$24.4K	0.02%	421
2022 Q4	$472K	Buy	+8,351	New	+$448K	0.02%	465

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 $6.73T AUM 46.02% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's SCZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 2,883 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #912.

U.S. Capital Wealth Advisors first reported a position in SCZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $533K in Q2 2023. 761 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

U.S. Capital Wealth Advisors held 2,883 shares of iShares MSCI EAFE Small-Cap ETF worth $226K as of Q1 2026.
U.S. Capital Wealth Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #912 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $533K in Q2 2023.
761 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.