Clayton Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Clayton Financial Group’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	-853	Closed	-$66.9K	–	477
2026 Q1	$66.9K	Hold	853	–	–	0.03%	124
2025 Q4	$66.1K	Buy	853 +16	+2%	+$1.23K	0.03%	133
2025 Q3	$64.2K	Buy	+837	New	+$62.6K	0.05%	90
2025 Q2	–	Sell	-13,227	Closed	-$840K	–	99
2025 Q1	$840K	Buy	13,227 +460	+4%	+$29.1K	0.31%	49
2024 Q4	$776K	Sell	12,767 -313	-2%	-$19.9K	0.28%	51
2024 Q3	$886K	Buy	13,080 +2,307	+21%	+$148K	0.33%	48
2024 Q2	$682K	Hold	10,773	–	–	0.3%	54
2024 Q1	$682K	Buy	10,773 +176	+2%	+$10.8K	0.31%	52
2023 Q4	$656K	Buy	+10,597	New	+$605K	0.41%	35

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

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

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Clayton Financial Group's SCZ Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026, closing a stake of 853 shares — an estimated $66.9K sold.

Clayton Financial Group first reported a position in SCZ in Q4 2023 and held it in 9 quarters. The position peaked at $886K in Q3 2024. 169 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Clayton Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 853 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $66.9K.
Clayton Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 9 quarters.
Clayton Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $886K in Q3 2024.
169 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.