Wedmont Private Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wedmont Private Capital’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	$1.07M	Sell	12,874 -107	-0.8%	-$8.96K	0.03%	328
2026 Q1	$1.08M	Buy	12,981 +162	+1%	+$13.2K	0.03%	297
2025 Q4	$1.02M	Buy	12,819 +523	+4%	+$40.1K	0.04%	287
2025 Q3	$946K	Hold	12,296	–	–	0.04%	286
2025 Q2	$900K	Buy	12,296 +22	+0.2%	+$1.49K	0.04%	280
2025 Q1	$765K	Buy	12,274 +5,121	+72%	+$323K	0.04%	274
2024 Q4	$424K	Buy	7,153 +19	+0.3%	+$1.21K	0.02%	433
2024 Q3	$472K	Hold	7,134	–	–	0.03%	370
2024 Q2	$461K	Buy	7,134 +13	+0.2%	+$815	0.03%	363
2024 Q1	$451K	Hold	7,121	–	–	0.03%	347
2023 Q4	$436K	Sell	7,121 -5,905	-45%	-$337K	0.04%	340
2023 Q3	$719K	Buy	13,026 +6,044	+87%	+$357K	0.07%	185
2023 Q2	$425K	Buy	+6,982	New	+$418K	0.05%	287
2022 Q2	–	Sell	-3,616	Closed	-$244K	–	377
2022 Q1	$244K	Sell	3,616 -2,254	-38%	-$153K	0.05%	278
2021 Q4	$426K	Buy	+5,870	New	+$436K	0.13%	125

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

Wedmont Private Capital's SCZ Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.82% in Q2 2026, selling an estimated $8.96K and leaving 12,874 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #328.

Wedmont Private Capital first reported a position in SCZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Wedmont Private Capital held 12,874 shares of iShares MSCI EAFE Small-Cap ETF worth $1.07M as of Q2 2026.
Wedmont Private Capital sold 107 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $8.96K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #328 holding.
Wedmont Private Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Wedmont Private Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $1.08M in Q1 2026.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.