Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.51M Buy
102,065
+4,743
+5% +$397K 0.01% 751
2026
Q1 		$7.69M Sell
97,322
-19,165
-16% -$1.56M 0.02% 690
2025
Q4 		$9.23M Buy
116,487
+4,061
+4% +$311K 0.01% 724
2025
Q3 		$8.65M Sell
112,426
-6,239
-5% -$467K 0.01% 716
2025
Q2 		$8.66M Sell
118,665
-9,727
-8% -$658K 0.01% 685
2025
Q1 		$8.16M Sell
128,392
-9,155
-7% -$578K 0.02% 652
2024
Q4 		$8.36M Buy
137,547
+1,146
+0.8% +$72.9K 0.02% 620
2024
Q3 		$9.23M Sell
136,401
-6,236
-4% -$401K 0.02% 534
2024
Q2 		$8.79M Sell
142,637
-6,353
-4% -$398K 0.02% 518
2024
Q1 		$9.44M Sell
148,990
-4,886
-3% -$299K 0.02% 495
2023
Q4 		$9.52M Sell
153,876
-8,873
-5% -$507K 0.03% 444
2023
Q3 		$9.19M Buy
162,749
+122,635
+306% +$7.24M 0.03% 434
2023
Q2 		$2.37M Sell
40,114
-443,072
-92% -$26.5M 0.03% 181
2023
Q1 		$28.8M Buy
483,186
+45,199
+10% +$2.68M 0.33% 42
2022
Q4 		$26.6M Buy
437,987
+50,975
+13% +$2.74M 0.34% 49
2022
Q3 		$19M Buy
387,012
+98,200
+34% +$5.38M 0.27% 55
2022
Q2 		$15.8M Buy
288,812
+69,639
+32% +$4.21M 0.22% 60
2022
Q1 		$14.8M Buy
219,173
+19,880
+10% +$1.35M 0.2% 64
2021
Q4 		$13.7M Buy
199,293
+38,546
+24% +$2.86M 0.2% 58
2021
Q3 		$12.3M Buy
160,747
+22,345
+16% +$1.7M 0.18% 64
2021
Q2 		$10.3M Buy
138,402
+14,278
+12% +$1.07M 0.17% 67
2021
Q1 		$9.11M Buy
124,124
+20,731
+20% +$1.47M 0.17% 69
2020
Q4 		$7.14M Buy
103,393
+12,740
+14% +$804K 0.16% 55
2020
Q3 		$5.58M Sell
90,653
-1,281
-1% -$73.4K 0.15% 57
2020
Q2 		$5.19M Sell
91,934
-64,310
-41% -$3.24M 0.15% 57
2020
Q1 		$7.58M Buy
156,244
+76,931
+97% +$4.28M 0.27% 47
2019
Q4 		$4.94M Buy
79,313
+23,683
+43% +$1.42M 0.17% 63
2019
Q3 		$3.22M Buy
55,630
+21,707
+64% +$1.23M 0.13% 75
2019
Q2 		$1.95M Buy
33,923
+18,356
+118% +$1.06M 0.09% 99
2019
Q1 		$921K Buy
15,567
+10,753
+223% +$602K 0.05% 146
2018
Q4 		$266K Buy
4,814
+829
+21% +$46.4K 0.02% 160
2018
Q3 		$220K Buy
3,985
+497
+14% +$31K 0.01% 160
2018
Q2 		$220K Buy
+3,488
New +$228K 0.01% 157

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

Wealth Enhancement Advisory Services's SCZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.9% in Q2 2026, buying an estimated $397K and bringing the position to 102,065 shares worth $8.51M. The position accounts for 0.01% of the portfolio, ranked #751.

Wealth Enhancement Advisory Services first reported a position in SCZ in Q2 2018 and has held it in 33 quarters since. The position peaked at $28.8M in Q1 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 102,065 shares of iShares MSCI EAFE Small-Cap ETF worth $8.51M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,743 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $397K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #751 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $28.8M in Q1 2023.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.