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Williams Jones Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Williams Jones 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 		$242K Hold
2,938
– – ﹤0.01% 485
2026
Q1 		$230K Buy
+2,938
New +$239K ﹤0.01% 454
2025
Q3 		– Sell
-3,700
Closed -$269K – 527
2025
Q2 		$269K Buy
+3,700
New +$250K ﹤0.01% 433

Other funds holding SCZ

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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Williams Jones Wealth Management's SCZ Position: Q2 2026 in Review

Williams Jones Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,938 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Williams Jones Wealth Management first reported a position in SCZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $269K in Q2 2025. 438 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Williams Jones Wealth Management held 2,938 shares of iShares MSCI EAFE Small-Cap ETF worth $242K as of Q2 2026.
  • Williams Jones Wealth 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 Williams Jones Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Williams Jones Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Williams Jones Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $269K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.