Aspect Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aspect Partners’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	$253K	Sell	2,993 -118	-4%	-$10K	0.1%	72
2026 Q2	$256K	Sell	3,111 -235,939	-99%	-$19.8M	0.1%	72
2026 Q1	$18.7M	Buy	239,050 +223,846	+1,472%	+$18.2M	7.66%	2
2025 Q4	$1.18M	Sell	15,204 -216,907	-93%	-$16.6M	0.52%	32
2025 Q3	$17.8M	Sell	232,111 -3,438	-1%	-$257K	8.09%	3
2025 Q2	$17.1M	Buy	235,549 +231,260	+5,392%	+$15.7M	8.44%	2
2025 Q1	$272K	Sell	4,289 -437	-9%	-$27.6K	0.16%	57
2024 Q4	$287K	Sell	4,726 -533	-10%	-$33.9K	0.17%	59
2024 Q3	$356K	Sell	5,259 -169,320	-97%	-$10.9M	0.2%	49
2024 Q2	$10.8M	Buy	174,579 +160,983	+1,184%	+$10.1M	6.4%	4
2024 Q1	$861K	Buy	13,596 +702	+5%	+$42.9K	0.68%	30
2023 Q4	$798K	Buy	+12,894	New	+$736K	0.51%	31

Other funds holding SCZ

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

Aspect Partners's SCZ Position: Q3 2026 in Review

Aspect Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.8% in Q3 2026, selling an estimated $10K and leaving 2,993 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #72.

Aspect Partners first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.7M in Q1 2026. 224 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Aspect Partners held 2,993 shares of iShares MSCI EAFE Small-Cap ETF worth $253K as of Q3 2026.
Aspect Partners sold 118 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $10K.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Aspect Partners's portfolio in Q3 2026, its #72 holding.
Aspect Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $18.7M in Q1 2026.
224 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.