21 West Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

21 West 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	$803K	Sell	9,759 -272	-3%	-$22.8K	0.69%	38
2026 Q1	$787K	Sell	10,031 -271	-3%	-$22K	0.73%	35
2025 Q4	$799K	Buy	10,302 +482	+5%	+$36.9K	0.73%	35
2025 Q3	$753K	Buy	9,820 +231	+2%	+$17.3K	0.71%	35
2025 Q2	$697K	Buy	+9,589	New	+$649K	0.7%	38

Other funds holding SCZ

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

21 West Wealth Management's SCZ Position: Q2 2026 in Review

21 West Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.7% in Q2 2026, selling an estimated $22.8K and leaving 9,759 shares worth $803K. The position accounts for 0.69% of the portfolio, ranked #38.

21 West Wealth Management first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

21 West Wealth Management held 9,759 shares of iShares MSCI EAFE Small-Cap ETF worth $803K as of Q2 2026.
21 West Wealth Management sold 272 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $22.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.69% of 21 West Wealth Management's portfolio in Q2 2026, its #38 holding.
21 West Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.