Avidian Wealth Enterprises
SCZ icon

Avidian Wealth Enterprises’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Avidian Wealth Enterprises’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 		$1.18M Sell
14,016
-1,267
-8% -$108K 0.03% 300
2026
Q2 		$1.26M Sell
15,283
-68
-0.4% -$5.7K 0.03% 277
2026
Q1 		$1.2M Sell
15,351
-267
-2% -$21.7K 0.04% 267
2025
Q4 		$1.21M Buy
15,618
+71
+0.5% +$5.44K 0.04% 199
2025
Q3 		$1.19M Sell
15,547
-806
-5% -$60.3K 0.04% 195
2025
Q2 		$1.19M Buy
16,353
+21
+0.1% +$1.42K 0.05% 185
2025
Q1 		$1.04M Sell
16,332
-1,343
-8% -$84.8K 0.05% 195
2024
Q4 		$1.07M Sell
17,675
-3,451
-16% -$220K 0.05% 175
2024
Q3 		$1.43M Sell
21,126
-7,669
-27% -$493K 0.06% 146
2024
Q2 		$1.77M Sell
28,795
-13,858
-32% -$869K 0.07% 126
2024
Q1 		$2.7M Sell
42,653
-7,745
-15% -$474K 0.13% 90
2023
Q4 		$3.12M Sell
50,398
-22,594
-31% -$1.29M 0.19% 83
2023
Q3 		$4.12M Sell
72,992
-52,545
-42% -$3.1M 0.29% 72
2023
Q2 		$7.4M Buy
125,537
+28,629
+30% +$1.71M 0.48% 45
2023
Q1 		$5.77M Buy
96,908
+87,800
+964% +$5.21M 0.32% 67
2022
Q4 		$514K Sell
9,108
-14
-0.2% -$752 0.03% 273
2022
Q3 		$445K Sell
9,122
-510
-5% -$28K 0.03% 255
2022
Q2 		$526K Buy
9,632
+2,145
+29% +$130K 0.04% 260
2022
Q1 		$497K Sell
7,487
-2,705
-27% -$184K 0.03% 305
2021
Q4 		$745K Buy
+10,192
New +$757K 0.05% 234

Other funds holding SCZ

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Avidian Wealth Enterprises's SCZ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.3% in Q3 2026, selling an estimated $108K and leaving 14,016 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #300.

Avidian Wealth Enterprises first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.4M in Q2 2023. 219 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Avidian Wealth Enterprises held 14,016 shares of iShares MSCI EAFE Small-Cap ETF worth $1.18M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,267 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $108K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #300 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI EAFE Small-Cap ETF position peaked at $7.4M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.