Westside Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Westside Investment 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	$85.6K	Hold	1,041	–	–	0.01%	464
2026 Q1	$82.2K	Sell	1,041 -500	-32%	-$40.7K	0.01%	451
2025 Q4	$120K	Hold	1,541	–	–	0.02%	361
2025 Q3	$118K	Buy	1,541 +1,500	+3,659%	+$112K	0.02%	368
2025 Q2	$2.98K	Hold	41	–	–	﹤0.01%	1193
2025 Q1	$2.6K	Hold	41	–	–	﹤0.01%	867
2024 Q4	$2.49K	Hold	41	–	–	﹤0.01%	876
2024 Q3	$2.78K	Hold	41	–	–	﹤0.01%	865
2024 Q2	$2.53K	Hold	41	–	–	﹤0.01%	862
2024 Q1	$2.6K	Hold	41	–	–	﹤0.01%	808
2023 Q4	$2.54K	Hold	41	–	–	﹤0.01%	777
2023 Q3	$2.31K	Hold	41	–	–	﹤0.01%	765
2023 Q2	$2.42K	Hold	41	–	–	﹤0.01%	761
2023 Q1	$2.44K	Hold	41	–	–	﹤0.01%	757
2022 Q4	$2	Hold	41	–	–	﹤0.01%	769
2022 Q3	$1	Hold	41	–	–	﹤0.01%	790
2022 Q2	$2	Hold	41	–	–	﹤0.01%	764
2022 Q1	$2	Hold	41	–	–	﹤0.01%	748
2021 Q4	$2	Hold	41	–	–	﹤0.01%	742
2021 Q3	$3	Hold	41	–	–	﹤0.01%	706
2021 Q2	$3	Hold	41	–	–	﹤0.01%	697
2021 Q1	$2	Hold	41	–	–	﹤0.01%	691
2020 Q4	$2	Hold	41	–	–	﹤0.01%	617
2020 Q3	$2	Hold	41	–	–	﹤0.01%	616
2020 Q2	$2	Buy	+41	New	+$2.07K	﹤0.01%	603
2019 Q2	$8K	Buy	+150	New	+$8.66K	﹤0.01%	503
2018 Q4	$7.77K	Buy	+150	New	+$8.4K	﹤0.01%	512
2018 Q3	–	Sell	-150	Closed	-$9.29K	–	806
2018 Q2	$9.29K	Hold	150	–	–	﹤0.01%	576
2018 Q1	$9.65K	Buy	150 +50	+50%	+$3.3K	0.01%	554
2017 Q4	$6.62K	Hold	100	–	–	﹤0.01%	645
2017 Q3	$6.17K	Buy	+100	New	+$5.98K	﹤0.01%	637

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

Westside Investment Management's SCZ Position: Q2 2026 in Review

Westside Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,041 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #464.

Westside Investment Management first reported a position in SCZ in Q3 2017 and has held it in 31 quarters since. The position peaked at $120K in Q4 2025. 771 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Westside Investment Management held 1,041 shares of iShares MSCI EAFE Small-Cap ETF worth $85.6K as of Q2 2026.
Westside Investment Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #464 holding.
Westside Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 31 quarters since.
Westside Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $120K in Q4 2025.
771 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.