Willow Creek Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Willow Creek 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
2025 Q3	$243K	Hold	3,173	–	–	0.02%	161
2025 Q2	$231K	Sell	3,173 -110	-3%	-$7.45K	0.02%	155
2025 Q1	$209K	Buy	+3,283	New	+$207K	0.02%	149
2024 Q4	–	Sell	-3,173	Closed	-$215K	–	158
2024 Q3	$215K	Buy	+3,173	New	+$204K	0.02%	151
2024 Q2	–	Sell	-3,173	Closed	-$201K	–	156
2024 Q1	$201K	Buy	+3,173	New	+$194K	0.02%	152
2022 Q2	–	Sell	-3,173	Closed	-$210K	–	132
2022 Q1	$210K	Hold	3,173	–	–	0.04%	113
2021 Q4	$232K	Hold	3,173	–	–	0.05%	115
2021 Q3	$236K	Hold	3,173	–	–	0.05%	101
2021 Q2	$235K	Hold	3,173	–	–	0.06%	103
2021 Q1	$228K	Sell	3,173 -900	-22%	-$63.9K	0.08%	86
2020 Q4	$278K	Sell	4,073 -46	-1%	-$2.9K	0.1%	73
2020 Q3	$243K	Hold	4,119	–	–	0.1%	72
2020 Q2	$221K	Buy	+4,119	New	+$208K	0.1%	69
2020 Q1	–	Sell	-7,537	Closed	-$469K	–	77
2019 Q4	$469K	Sell	7,537 -2,789	-27%	-$168K	0.21%	37
2019 Q3	$591K	Sell	10,326 -120	-1%	-$6.78K	0.27%	33
2019 Q2	$600K	Buy	10,446 +3,402	+48%	+$196K	0.29%	31
2019 Q1	$405K	Buy	7,044 +265	+4%	+$14.8K	0.2%	40
2018 Q4	$351K	Buy	6,779 +37	+0.5%	+$2.07K	0.19%	41
2018 Q3	$420K	Buy	6,742 +4	+0.1%	+$250	0.23%	38
2018 Q2	$423K	Buy	6,738 +47	+0.7%	+$3.08K	0.24%	36
2018 Q1	$436K	Buy	+6,691	New	+$442K	0.23%	36

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Willow Creek Wealth Management's SCZ Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2025 at 3,173 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #161.

Willow Creek Wealth Management first reported a position in SCZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $600K in Q2 2019. 705 funds tracked by Wall St. Rank hold SCZ as of Q3 2025.

Willow Creek Wealth Management held 3,173 shares of iShares MSCI EAFE Small-Cap ETF worth $243K as of Q3 2025.
Willow Creek Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2025.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #161 holding.
Willow Creek Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2018 and has held it in 21 quarters since.
Willow Creek Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $600K in Q2 2019.
705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.