WGC
SCZ icon

Watts Gwilliam & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Watts Gwilliam & Co’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
Q3 		$367K Hold
4,786
– – 0.06% 164
2025
Q2 		$369K Sell
4,786
-1,905
-28% -$129K 0.06% 162
2025
Q1 		$425K Sell
6,691
-581
-8% -$36.7K 0.09% 142
2024
Q4 		$442K Sell
7,272
-549
-7% -$34.9K 0.09% 133
2024
Q3 		$516K Buy
+7,821
New +$503K 0.11% 122
2024
Q1 		$634K Buy
+9,906
New +$606K 0.2% 90

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Watts Gwilliam & Co's SCZ Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 4,786 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #164.

Watts Gwilliam & Co first reported a position in SCZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $634K in Q1 2024. 702 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

  • Watts Gwilliam & Co held 4,786 shares of iShares MSCI EAFE Small-Cap ETF worth $367K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #164 holding.
  • Watts Gwilliam & Co first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares MSCI EAFE Small-Cap ETF position peaked at $634K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.