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

Wealth Enhancement Trust 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 		$1.23K Hold
15
– – ﹤0.01% 1077
2026
Q1 		$1.18K Hold
15
– – ﹤0.01% 715
2025
Q4 		$1.16K Buy
+15
New +$1.15K ﹤0.01% 673

Other funds holding SCZ

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 15 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Wealth Enhancement Trust Services first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 15 shares of iShares MSCI EAFE Small-Cap ETF worth $1.23K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1077 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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