CFS Investment Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CFS Investment Advisory Services’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	–	Sell	-3,777	Closed	-$322K	–	366
2026 Q1	$322K	Sell	3,777 -126	-3%	-$10.2K	0.02%	303
2025 Q4	$303K	Buy	3,903 +347	+10%	+$26.6K	0.02%	289
2025 Q3	$275K	Buy	+3,556	New	+$266K	0.02%	299
2022 Q2	–	Sell	-44,580	Closed	-$1K	–	479
2022 Q1	$1K	Buy	+44,580	New	+$3.03M	﹤0.01%	390

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

CFS Investment Advisory Services's SCZ Position: Q2 2026 in Review

CFS Investment Advisory Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 3,777 shares — an estimated $322K sold.

CFS Investment Advisory Services first reported a position in SCZ in Q1 2022 and held it in 4 quarters. The position peaked at $322K in Q1 2026. 229 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

CFS Investment Advisory Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
CFS Investment Advisory Services sold 3,777 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $322K.
CFS Investment Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 4 quarters.
CFS Investment Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $322K in Q1 2026.
229 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.