Wealth Enhancement Trust Services
SCZ icon

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
Q3 		$1.27K Hold
15
– – ﹤0.01% 711
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

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Natixis Advisors
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TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Trust Services's SCZ Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 15 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Wealth Enhancement Trust Services first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Wealth Enhancement Trust Services held 15 shares of iShares MSCI EAFE Small-Cap ETF worth $1.27K as of Q3 2026.
  • Wealth Enhancement Trust Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #711 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.