Aurelius Family Office’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aurelius Family Office’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	$251K	Hold	3,049	–	–	0.1%	46
2026 Q1	$239K	Hold	3,049	–	–	0.1%	45
2025 Q4	$241K	Sell	3,049 -406	-12%	-$31.1K	0.1%	46
2025 Q3	$265K	Sell	3,455 -89	-3%	-$6.66K	0.12%	44
2025 Q2	$258K	Sell	3,544 -30	-0.8%	-$2.03K	0.12%	44
2025 Q1	$227K	Hold	3,574	–	–	0.12%	45
2024 Q4	$217K	Buy	+3,574	New	+$227K	0.11%	43

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Aurelius Family Office's SCZ Position: Q2 2026 in Review

Aurelius Family Office held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 3,049 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #46.

Aurelius Family Office first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q3 2025. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Aurelius Family Office held 3,049 shares of iShares MSCI EAFE Small-Cap ETF worth $251K as of Q2 2026.
Aurelius Family Office left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Aurelius Family Office's portfolio in Q2 2026, its #46 holding.
Aurelius Family Office first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's iShares MSCI EAFE Small-Cap ETF position peaked at $265K in Q3 2025.
184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.