UP Strategic Wealth Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

UP Strategic Wealth Investment 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	$293K	Hold	3,451	–	–	0.18%	72
2025 Q4	$287K	Hold	3,451	–	–	0.21%	67
2025 Q3	$264K	Sell	3,451 -118	-3%	-$8.83K	0.2%	72
2025 Q2	$259K	Hold	3,569	–	–	0.2%	74
2025 Q1	$227K	Hold	3,569	–	–	0.2%	76
2024 Q4	$217K	Sell	3,569 -1,544	-30%	-$98.2K	0.22%	75
2024 Q3	$346K	Hold	5,113	–	–	0.39%	46
2024 Q2	$315K	Buy	5,113 +664	+15%	+$41.6K	0.48%	46
2024 Q1	$282K	Sell	4,449 -161	-3%	-$9.85K	0.46%	45
2023 Q4	$285K	Buy	+4,610	New	+$263K	0.52%	43

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 $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UP Strategic Wealth Investment Advisors's SCZ Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 3,451 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #72.

UP Strategic Wealth Investment Advisors first reported a position in SCZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $346K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

UP Strategic Wealth Investment Advisors held 3,451 shares of iShares MSCI EAFE Small-Cap ETF worth $293K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.18% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #72 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $346K in Q3 2024.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.