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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 9,172 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #483.

Wealthspire Advisors (New York) first reported a position in SCZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2021. 761 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Wealthspire Advisors (New York) held 9,172 shares of iShares MSCI EAFE Small-Cap ETF worth $719K as of Q1 2026.
  • Wealthspire Advisors (New York) left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #483 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Wealthspire Advisors (New York)'s iShares MSCI EAFE Small-Cap ETF position peaked at $1.8M in Q3 2021.
  • 761 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.