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

Apella 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 Q2	$915K	Buy	10,974 +2	+0%	+$167	0.01%	382
2026 Q1	$935K	Buy	10,972 +6,680	+156%	+$543K	0.01%	375
2025 Q4	$333K	Hold	4,292	–	–	0.01%	419
2025 Q3	$329K	Sell	4,292 -200	-4%	-$15K	0.01%	379
2025 Q2	$324K	Sell	4,492 -26	-0.6%	-$1.76K	0.01%	337
2025 Q1	$276K	Buy	+4,518	New	+$285K	0.01%	318
2022 Q2	–	Sell	-4,208	Closed	-$279K	–	233
2022 Q1	$279K	Hold	4,208	–	–	0.04%	170
2021 Q4	$308K	Hold	4,208	–	–	0.04%	164
2021 Q3	$313K	Hold	4,208	–	–	0.05%	158
2021 Q2	$312K	Hold	4,208	–	–	0.05%	169
2021 Q1	$302K	Sell	4,208 -23	-0.5%	-$1.63K	0.1%	109
2020 Q4	$289K	Buy	4,231 +23	+0.5%	+$1.45K	0.1%	111
2020 Q3	$248K	Hold	4,208	–	–	0.1%	109
2020 Q2	$226K	Buy	+4,208	New	+$212K	0.11%	109

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Apella Capital's SCZ Position: Q2 2026 in Review

Apella Capital increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.02% in Q2 2026, buying an estimated $167 and bringing the position to 10,974 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #382.

Apella Capital first reported a position in SCZ in Q2 2020 and has held it in 14 quarters since. The position peaked at $935K in Q1 2026. 139 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Apella Capital held 10,974 shares of iShares MSCI EAFE Small-Cap ETF worth $915K as of Q2 2026.
Apella Capital bought 2 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $167.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #382 holding.
Apella Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and has held it in 14 quarters since.
Apella Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $935K in Q1 2026.
139 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.