Wealthspire Advisors (New York)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealthspire Advisors (New York)’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	$899K	Buy	10,927 +1,755	+19%	+$147K	﹤0.01%	579
2026 Q1	$719K	Hold	9,172	–	–	0.01%	483
2025 Q4	$711K	Sell	9,172 -4,678	-34%	-$359K	0.01%	516
2025 Q3	$1.06M	Buy	13,850 +7,710	+126%	+$577K	0.01%	381
2025 Q2	$446K	Buy	6,140 +119	+2%	+$8.05K	﹤0.01%	565
2025 Q1	$383K	Sell	6,021 -446	-7%	-$28.2K	﹤0.01%	578
2024 Q4	$393K	Sell	6,467 -699	-10%	-$44.5K	﹤0.01%	578
2024 Q3	$485K	Buy	7,166 +177	+3%	+$11.4K	﹤0.01%	506
2024 Q2	$431K	Sell	6,989 -15,211	-69%	-$954K	0.01%	459
2024 Q1	$1.41M	Buy	22,200 +58	+0.3%	+$3.55K	0.02%	254
2023 Q4	$1.37M	Sell	22,142 -4,114	-16%	-$235K	0.02%	259
2023 Q3	$1.48M	Hold	26,256	–	–	0.02%	207
2023 Q2	$1.55M	Buy	26,256 +393	+2%	+$23.5K	0.03%	179
2023 Q1	$1.54M	Buy	25,863 +301	+1%	+$17.9K	0.03%	183
2022 Q4	$1.44M	Sell	25,562 -697	-3%	-$37.4K	0.03%	195
2022 Q3	$1.28M	Buy	26,259 +697	+3%	+$38.2K	0.03%	191
2022 Q2	$1.4M	Buy	+25,562	New	+$1.55M	0.03%	179
2021 Q4	–	Sell	-24,200	Closed	-$1.8M	–	611
2021 Q3	$1.8M	Buy	+24,200	New	+$1.84M	0.04%	176
2021 Q1	–	Sell	-4,072	Closed	-$278K	–	712
2020 Q4	$278K	Buy	+4,072	New	+$257K	0.01%	460

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCZ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 19% in Q2 2026, buying an estimated $147K and bringing the position to 10,927 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Wealthspire Advisors (New York) first reported a position in SCZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.8M in Q3 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Wealthspire Advisors (New York) held 10,927 shares of iShares MSCI EAFE Small-Cap ETF worth $899K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,755 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $147K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #579 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI EAFE Small-Cap ETF position peaked at $1.8M in Q3 2021.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.