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Winch Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Winch Advisory Services’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 		$3.83K Hold
40
– – ﹤0.01% 428
2026
Q1 		$3.31K Buy
40
+25
+167% +$2.03K ﹤0.01% 397
2025
Q4 		$1.91K Sell
15
-69
-82% -$5.29K ﹤0.01% 426
2025
Q3 		$6.44K Hold
84
– – ﹤0.01% 338
2025
Q2 		$6.11K Hold
84
– – ﹤0.01% 333
2025
Q1 		$5.34K Hold
84
– – ﹤0.01% 333
2024
Q4 		$5.1K Buy
+84
New +$5.34K ﹤0.01% 360

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's SCZ Position: Q2 2026 in Review

Winch Advisory Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 40 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Winch Advisory Services first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44K in Q3 2025. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Winch Advisory Services held 40 shares of iShares MSCI EAFE Small-Cap ETF worth $3.83K as of Q2 2026.
  • Winch Advisory Services 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 Winch Advisory Services's portfolio in Q2 2026, its #428 holding.
  • Winch Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Winch Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $6.44K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.