Purchases and Sales Made in Q4 2025 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
30.2K+ 76.04% |
$2.27M - $2.35M
|
69.9K
$5.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.3KNew |
$925K - $959K
|
12.3K
$939K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.76K+ 2.48% |
$734K - $761K
|
404K
$30.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6.27K+ 6.64% |
$471K - $489K
|
101K
$7.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.06K+ 3.61% |
$305K - $317K
|
116K
$8.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.78K+ 11.36% |
$284K - $295K
|
37.1K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.73K+ 8.56% |
$281K - $291K
|
47.3K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.21K+ 23.82% |
$241K - $250K
|
16.7K
$1.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.61K+ 6.38% |
$196K - $204K
|
43.6K
$3.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
2.2KNew |
$165K - $172K
|
2.2K
$168K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.92K+ 6.93% |
$144K - $150K
|
29.6K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.24K+ 3.31% |
$93.1K - $96.5K
|
38.7K
$2.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
925+ 7.93% |
$69.6K - $72.1K
|
12.6K
$961K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
672+ 36.3% |
$50.5K - $52.4K
|
2.52K
$193K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
535+ 3.83% |
$40.2K - $41.7K
|
14.5K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
523+ 4.25% |
$39.3K - $40.8K
|
12.8K
$979K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
482+ 4.91% |
$36.2K - $37.6K
|
10.3K
$787K
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
400+ 8.9% |
$30.1K - $31.2K
|
4.89K
$374K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
371+ 1.01% |
$27.9K - $28.9K
|
37.1K
$2.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
221+ 1.4% |
$16.6K - $17.2K
|
16K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200New |
$15K - $15.6K
|
200
$15.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
197+ 3.22% |
$14.8K - $15.4K
|
6.31K
$482K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
180+ 0.48% |
$13.5K - $14K
|
37.7K
$2.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
155+ 3.86% |
$11.7K - $12.1K
|
4.17K
$319K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
120New |
$9.02K - $9.36K
|
120
$9.16K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
65+ 1.73% |
$4.89K - $5.07K
|
3.82K
$291K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
65+ 1.95% |
$4.89K - $5.07K
|
3.4K
$260K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
51+ 1.36% |
$3.83K - $3.98K
|
3.81K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
49New |
$3.68K - $3.82K
|
49
$3.74K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43+ 2.15% |
$3.23K - $3.35K
|
2.04K
$156K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 1.32% |
$1.88K - $1.95K
|
1.91K
$146K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 1.24% |
$1.5K - $1.56K
|
1.63K
$124K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20+ 1.84% |
$1.5K - $1.56K
|
1.11K
$84.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18+ 1.9% |
$1.35K - $1.4K
|
963
$73.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.13K - $1.17K
|
15
$1.15K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
15+ 0.14% |
$1.13K - $1.17K
|
10.8K
$825K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 0.17% |
$977 - $1.01K
|
7.56K
$577K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8+ 0.08% |
$602 - $624
|
9.6K
$733K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3+ 0.03% |
$226 - $234
|
9.25K
$706K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 1.31% |
$150 - $156
|
155
$11.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$75.2 - $78
|
2.89K
$221K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$75.2 - $78
|
51
$3.89K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$301 - $312
|
3.84K
$293K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 0.09% |
$451 - $468
|
6.97K
$532K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-13- 0.27% |
$977 - $1.01K
|
4.81K
$367K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-35- 1.92% |
$2.63K - $2.73K
|
1.78K
$136K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-41- 0.94% |
$3.08K - $3.2K
|
4.34K
$332K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-42- 0.14% |
$3.16K - $3.28K
|
31K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-49- 0.81% |
$3.68K - $3.82K
|
5.98K
$457K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-60- 1.27% |
$4.51K - $4.68K
|
4.65K
$355K
|
|