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Wealthcare Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealthcare Capital Partners’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 		$948K Buy
11,519
+152
+1% +$12.7K 0.39% 59
2026
Q1 		$891K Buy
11,367
+145
+1% +$11.8K 0.42% 51
2025
Q4 		$870K Sell
11,222
-141
-1% -$10.8K 0.41% 51
2025
Q3 		$872K Sell
11,363
-69
-0.6% -$5.16K 0.4% 50
2025
Q2 		$831K Sell
11,432
-246
-2% -$16.6K 0.42% 45
2025
Q1 		$742K Buy
11,678
+563
+5% +$35.6K 0.38% 45
2024
Q4 		$675K Buy
+11,115
New +$707K 0.35% 43

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

Wealthcare Capital Partners's SCZ Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 11,519 shares worth $948K. The position accounts for 0.39% of the portfolio, ranked #59.

Wealthcare Capital Partners first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Wealthcare Capital Partners held 11,519 shares of iShares MSCI EAFE Small-Cap ETF worth $948K as of Q2 2026.
  • Wealthcare Capital Partners bought 152 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $12.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.39% of Wealthcare Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Wealthcare Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.