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Wooster Corthell Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wooster Corthell 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
Q2 		$703K Sell
9,675
-572
-6% -$38.7K 0.13% 51
2025
Q1 		$651K Sell
10,247
-982
-9% -$62K 0.13% 53
2024
Q4 		$682K Sell
11,229
-923
-8% -$58.7K 0.15% 43
2024
Q3 		$823K Sell
12,152
-147
-1% -$9.46K 0.18% 41
2024
Q2 		$758K Sell
12,299
-207
-2% -$13K 0.17% 43
2024
Q1 		$792K Sell
12,506
-168
-1% -$10.3K 0.18% 42
2023
Q4 		$785K Sell
12,674
-550
-4% -$31.4K 0.19% 41
2023
Q3 		$747K Sell
13,224
-205
-2% -$12.1K 0.2% 41
2023
Q2 		$792K Buy
13,429
+51
+0.4% +$3.05K 0.2% 41
2023
Q1 		$796K Sell
13,378
-323
-2% -$19.2K 0.21% 40
2022
Q4 		$774K Buy
13,701
+1,763
+15% +$94.6K 0.22% 39
2022
Q3 		$582K Buy
11,938
+2,935
+33% +$161K 0.17% 41
2022
Q2 		$491K Buy
9,003
+1,333
+17% +$80.7K 0.14% 40
2022
Q1 		$509K Sell
7,670
-25
-0.3% -$1.7K 0.13% 34
2021
Q4 		$562K Sell
7,695
-176
-2% -$13.1K 0.13% 33
2021
Q3 		$586K Sell
7,871
-154
-2% -$11.7K 0.15% 34
2021
Q2 		$595K Sell
8,025
-433
-5% -$32.5K 0.15% 35
2021
Q1 		$608K Sell
8,458
-446
-5% -$31.7K 0.17% 35
2020
Q4 		$609K Sell
8,904
-309
-3% -$19.5K 0.17% 35
2020
Q3 		$543K Sell
9,213
-694
-7% -$39.8K 0.17% 35
2020
Q2 		$531K Sell
9,907
-963
-9% -$48.5K 0.18% 37
2020
Q1 		$487K Sell
10,870
-21,288
-66% -$1.18M 0.2% 34
2019
Q4 		$2M Sell
32,158
-194
-0.6% -$11.7K 0.83% 19
2019
Q3 		$1.85M Sell
32,352
-84
-0.3% -$4.75K 0.83% 19
2019
Q2 		$1.86M Sell
32,436
-459
-1% -$26.5K 0.84% 19
2019
Q1 		$1.89M Sell
32,895
-5,183
-14% -$290K 0.87% 18
2018
Q4 		$1.97M Buy
38,078
+6,270
+20% +$351K 1.1% 16
2018
Q3 		$1.98M Sell
31,808
-252
-0.8% -$15.7K 0.98% 16
2018
Q2 		$2.01M Sell
32,060
-64
-0.2% -$4.19K 1.06% 16
2018
Q1 		$2.09M Sell
32,124
-416
-1% -$27.4K 1.12% 16
2017
Q4 		$2.1M Sell
32,540
-250
-0.8% -$15.7K 1.1% 15
2017
Q3 		$2.03M Sell
32,790
-429
-1% -$25.7K 1.12% 15
2017
Q2 		$1.92M Sell
33,219
-1,151
-3% -$65.6K 1.1% 15
2017
Q1 		$1.86M Sell
34,370
-2,250
-6% -$118K 1.12% 15
2016
Q4 		$1.82M Sell
36,620
-11,188
-23% -$564K 1.19% 15
2016
Q3 		$2.51M Sell
47,808
-4,403
-8% -$223K 1.66% 15
2016
Q2 		$2.52M Sell
52,211
-150,296
-74% -$7.55M 1.77% 14
2016
Q1 		$10.1M Sell
202,507
-41,563
-17% -$1.95M 7.44% 6
2015
Q4 		$12.2M Sell
244,070
-29,827
-11% -$1.49M 8.77% 6
2015
Q3 		$13.1M Buy
273,897
+1,879
+0.7% +$93.7K 9.81% 5
2015
Q2 		$13.9M Buy
272,018
+6,372
+2% +$332K 9.79% 5
2015
Q1 		$13.1M Buy
265,646
+29,729
+13% +$1.44M 9.17% 6
2014
Q4 		$11M Sell
235,917
-7,829
-3% -$369K 8.27% 6
2014
Q3 		$11.8M Buy
243,746
+9,355
+4% +$478K 9.3% 6
2014
Q2 		$12.4M Buy
234,391
+2,953
+1% +$154K 8.43% 7
2014
Q1 		$12.1M Buy
231,438
+12,764
+6% +$654K 8.76% 4
2013
Q4 		$11.1M Buy
218,674
+8,951
+4% +$444K 8.36% 6
2013
Q3 		$10.2M Buy
209,723
+3,492
+2% +$160K 7.51% 7
2013
Q2 		$8.65M Buy
+206,231
New +$9.13M 7.53% 7

Other funds holding SCZ

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wooster Corthell Wealth Management's SCZ Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q2 2025, selling an estimated $38.7K and leaving 9,675 shares worth $703K. The position accounts for 0.13% of the portfolio, ranked #51.

Wooster Corthell Wealth Management first reported a position in SCZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $13.9M in Q2 2015. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Wooster Corthell Wealth Management held 9,675 shares of iShares MSCI EAFE Small-Cap ETF worth $703K as of Q2 2025.
  • Wooster Corthell Wealth Management sold 572 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $38.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.13% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #51 holding.
  • Wooster Corthell Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 49 quarters since.
  • Wooster Corthell Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.9M in Q2 2015.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.