Werba Rubin Papier Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Werba Rubin Papier Wealth Management’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	$236K	Buy	2,874 +32	+1%	+$2.68K	0.03%	266
2026 Q1	$223K	Sell	2,842 -708	-20%	-$57.6K	0.03%	249
2025 Q4	$275K	Buy	3,550 +14	+0.4%	+$1.07K	0.07%	169
2025 Q3	$271K	Hold	3,536	–	–	0.04%	184
2025 Q2	$257K	Buy	3,536 +25	+0.7%	+$1.69K	0.05%	175
2025 Q1	$223K	Hold	3,511	–	–	0.05%	167
2024 Q4	$213K	Buy	3,511 +9	+0.3%	+$572	0.05%	174
2024 Q3	$237K	Buy	+3,502	New	+$225K	0.06%	153
2024 Q2	–	Sell	-3,464	Closed	-$219K	–	177
2024 Q1	$219K	Hold	3,464	–	–	0.06%	133
2023 Q4	$214K	Buy	+3,464	New	+$198K	0.07%	107
2023 Q3	–	Sell	-3,408	Closed	-$201K	–	131
2023 Q2	$201K	Hold	3,408	–	–	0.07%	112
2023 Q1	$203K	Buy	+3,408	New	+$202K	0.08%	102

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

Werba Rubin Papier Wealth Management's SCZ Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q2 2026, buying an estimated $2.68K and bringing the position to 2,874 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #266.

Werba Rubin Papier Wealth Management first reported a position in SCZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $275K in Q4 2025. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Werba Rubin Papier Wealth Management held 2,874 shares of iShares MSCI EAFE Small-Cap ETF worth $236K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 32 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.68K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #266 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Werba Rubin Papier Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $275K in Q4 2025.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.