Brickley Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Brickley Wealth Management’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	$505K	Hold	6,143	–	–	0.07%	46
2026 Q1	$482K	Sell	6,143 -131	-2%	-$10.7K	0.08%	39
2025 Q4	$486K	Sell	6,274 -21	-0.3%	-$1.61K	0.08%	39
2025 Q3	$483K	Sell	6,295 -126	-2%	-$9.43K	0.08%	35
2025 Q2	$467K	Sell	6,421 -154	-2%	-$10.4K	0.09%	33
2025 Q1	$418K	Hold	6,575	–	–	0.09%	35
2024 Q4	$399K	Hold	6,575	–	–	0.08%	36
2024 Q3	$445K	Sell	6,575 -7	-0.1%	-$450	0.09%	34
2024 Q2	$406K	Hold	6,582	–	–	0.09%	34
2024 Q1	$417K	Hold	6,582	–	–	0.1%	34
2023 Q4	$407K	Buy	6,582 +533	+9%	+$30.4K	0.1%	33
2023 Q3	$342K	Hold	6,049	–	–	0.09%	31
2023 Q2	$357K	Hold	6,049	–	–	0.09%	31
2023 Q1	$360K	Sell	6,049 -962	-14%	-$57.1K	0.1%	31
2022 Q4	$396K	Buy	+7,011	New	+$376K	0.12%	31
2022 Q3	–	Sell	-400,645	Closed	-$21.9M	–	44
2022 Q2	$21.9M	Buy	400,645 +63,339	+19%	+$3.83M	6.77%	4
2022 Q1	$22.4M	Sell	337,306 -2,915	-0.9%	-$198K	5.97%	5
2021 Q4	$24.9M	Buy	340,221 +73,055	+27%	+$5.42M	5.3%	7
2021 Q3	$19.9M	Buy	267,166 +1,210	+0.5%	+$92.1K	5%	8
2021 Q2	$19.7M	Buy	265,956 +3,835	+1%	+$288K	4.99%	8
2021 Q1	$18.8M	Buy	262,121 +2,574	+1%	+$183K	5.04%	8
2020 Q4	$17.7M	Buy	259,547 +3,010	+1%	+$190K	4.88%	8
2020 Q3	$15.3M	Buy	256,537 +7,837	+3%	+$449K	4.27%	8
2020 Q2	$13.3M	Buy	248,700 +148,574	+148%	+$7.49M	4.49%	8
2020 Q1	$4.49M	Sell	100,126 -124,152	-55%	-$6.9M	1.86%	18
2019 Q4	$14M	Buy	224,278 +32,479	+17%	+$1.95M	5.09%	6
2019 Q3	$11M	Buy	191,799 +7,427	+4%	+$420K	4.5%	6
2019 Q2	$10.6M	Buy	184,372 +19,626	+12%	+$1.13M	4.42%	6
2019 Q1	$9.46M	Buy	164,746 +22,058	+15%	+$1.24M	4.17%	7
2018 Q4	$7.39M	Buy	142,688 +89,376	+168%	+$5M	3.63%	9
2018 Q3	$3.32M	Buy	53,312 +13,664	+34%	+$853K	1.57%	13
2018 Q2	$2.49M	Buy	+39,648	New	+$2.59M	1.14%	15

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

Brickley Wealth Management's SCZ Position: Q2 2026 in Review

Brickley Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 6,143 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #46.

Brickley Wealth Management first reported a position in SCZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $24.9M in Q4 2021. 218 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Brickley Wealth Management held 6,143 shares of iShares MSCI EAFE Small-Cap ETF worth $505K as of Q2 2026.
Brickley Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.07% of Brickley Wealth Management's portfolio in Q2 2026, its #46 holding.
Brickley Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Brickley Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $24.9M in Q4 2021.
218 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.