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

Waldron 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 		$3.79M Sell
46,015
-520
-1% -$43.5K 0.13% 68
2026
Q1 		$3.65M Sell
46,535
-803
-2% -$65.3K 0.14% 68
2025
Q4 		$3.67M Buy
47,338
+3,732
+9% +$286K 0.15% 66
2025
Q3 		$3.35M Sell
43,606
-349
-0.8% -$26.1K 0.14% 71
2025
Q2 		$3.19M Buy
43,955
+877
+2% +$59.4K 0.14% 72
2025
Q1 		$2.74M Sell
43,078
-38,065
-47% -$2.4M 0.13% 74
2024
Q4 		$4.93M Buy
81,143
+64,464
+386% +$4.1M 0.2% 67
2024
Q3 		$1.13M Buy
16,679
+853
+5% +$54.9K 0.05% 153
2024
Q2 		$976K Hold
15,826
– – 0.04% 161
2024
Q1 		$1M Hold
15,826
– – 0.05% 162
2023
Q4 		$980K Hold
15,826
– – 0.05% 156
2023
Q3 		$894K Hold
15,826
– – 0.05% 161
2023
Q2 		$933K Hold
15,826
– – 0.05% 158
2023
Q1 		$942K Buy
15,826
+364
+2% +$21.6K 0.05% 172
2022
Q4 		$754K Hold
15,462
– – 0.05% 187
2022
Q3 		$754K Hold
15,462
– – 0.05% 187
2022
Q2 		$844K Sell
15,462
-14,536
-48% -$879K 0.05% 181
2022
Q1 		$1.99M Sell
29,998
-219
-0.7% -$14.9K 0.1% 113
2021
Q4 		$2.21M Buy
30,217
+4,711
+18% +$350K 0.11% 106
2021
Q3 		$1.9M Buy
+25,506
New +$1.94M 0.11% 106

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

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

Waldron Private Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q2 2026, selling an estimated $43.5K and leaving 46,015 shares worth $3.79M. The position accounts for 0.13% of the portfolio, ranked #68.

Waldron Private Wealth first reported a position in SCZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.93M in Q4 2024. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Waldron Private Wealth held 46,015 shares of iShares MSCI EAFE Small-Cap ETF worth $3.79M as of Q2 2026.
  • Waldron Private Wealth sold 520 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $43.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.13% of Waldron Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Waldron Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Waldron Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $4.93M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.