AWA
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Aletheian Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aletheian Wealth Advisors’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 		$1.15M Hold
13,967
– – 0.49% 39
2026
Q1 		$1.1M Buy
+13,967
New +$1.14M 0.53% 36
2025
Q3 		$1.08M Sell
14,055
-346
-2% -$25.9K 0.5% 40
2025
Q2 		$1.05M Sell
14,401
-3
-0% -$203 0.51% 38
2025
Q1 		$915K Sell
14,404
-60
-0.4% -$3.79K 0.51% 38
2024
Q4 		$879K Sell
14,464
-259
-2% -$16.5K 0.52% 40
2024
Q3 		$997K Sell
14,723
-3,778
-20% -$243K 0.58% 36
2024
Q2 		$1.14M Buy
18,501
+1
+0% +$63 0.6% 38
2024
Q1 		$1.17M Sell
18,500
-24
-0.1% -$1.47K 0.64% 39
2023
Q4 		$1.15M Buy
18,524
+8,257
+80% +$472K 0.76% 34
2023
Q3 		$580K Sell
10,267
-99
-1% -$5.84K 0.44% 55
2023
Q2 		$611K Buy
10,366
+1,658
+19% +$99.2K 0.42% 60
2023
Q1 		$518K Sell
8,708
-2,121
-20% -$126K 0.46% 40
2022
Q4 		$612K Buy
10,829
+4,318
+66% +$232K 0.53% 40
2022
Q3 		$318K Buy
6,511
+2,720
+72% +$149K 0.36% 42
2022
Q2 		$207K Sell
3,791
-10,254
-73% -$620K 0.21% 56
2022
Q1 		$932K Buy
+14,045
New +$954K 0.88% 29

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Aletheian Wealth Advisors's SCZ Position: Q2 2026 in Review

Aletheian Wealth Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 13,967 shares worth $1.15M. The position accounts for 0.49% of the portfolio, ranked #39.

Aletheian Wealth Advisors first reported a position in SCZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q1 2024. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Aletheian Wealth Advisors held 13,967 shares of iShares MSCI EAFE Small-Cap ETF worth $1.15M as of Q2 2026.
  • Aletheian Wealth Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.49% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Aletheian Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Aletheian Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.17M in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.