AlphaCore Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

AlphaCore Capital’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 Q3	$164K	Hold	1,945	–	–	﹤0.01%	1329
2026 Q2	$160K	Buy	1,945 +1,239	+175%	+$104K	﹤0.01%	1147
2026 Q1	$55.4K	Buy	706 +47	+7%	+$3.82K	﹤0.01%	999
2025 Q4	$51.1K	Buy	+659	New	+$50.5K	﹤0.01%	1155
2025 Q2	–	Sell	-3,523	Closed	-$224K	–	1086
2025 Q1	$224K	Buy	+3,523	New	+$223K	0.02%	419
2024 Q1	–	Sell	-2,035	Closed	-$126K	–	339
2023 Q4	$126K	Hold	2,035	–	–	0.02%	242
2023 Q3	$115K	Hold	2,035	–	–	0.02%	235
2023 Q2	$120K	Hold	2,035	–	–	0.02%	213
2023 Q1	$121K	Buy	2,035 +1,874	+1,164%	+$111K	0.03%	144
2022 Q4	$9.09K	Buy	+161	New	+$8.64K	﹤0.01%	138

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

AlphaCore Capital's SCZ Position: Q3 2026 in Review

AlphaCore Capital held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 1,945 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

AlphaCore Capital first reported a position in SCZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $224K in Q1 2025. 513 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

AlphaCore Capital held 1,945 shares of iShares MSCI EAFE Small-Cap ETF worth $164K as of Q3 2026.
AlphaCore Capital left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1329 holding.
AlphaCore Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
AlphaCore Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $224K in Q1 2025.
513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.