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 Q3	$2.66M	Buy	31,752 +20,778	+189%	+$1.77M	0.03%	251
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

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Apella Capital's SCZ Position: Q3 2026 in Review

Apella Capital increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 189% in Q3 2026, buying an estimated $1.77M and bringing the position to 31,752 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #251.

Apella Capital first reported a position in SCZ in Q2 2020 and has held it in 15 quarters since. 178 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Apella Capital held 31,752 shares of iShares MSCI EAFE Small-Cap ETF worth $2.66M as of Q3 2026.
Apella Capital bought 20,778 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.77M.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #251 holding.
Apella Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and has held it in 15 quarters since.
178 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.