Clune & Associates’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Clune & Associates’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	$375K	Hold	4,443	–	–	0.06%	124
2026 Q2	$366K	Sell	4,443 -2,251	-34%	-$189K	0.06%	132
2026 Q1	$525K	Sell	6,694 -511	-7%	-$41.5K	0.1%	111
2025 Q4	$559K	Buy	7,205 +217	+3%	+$16.6K	0.12%	111
2025 Q3	$536K	Sell	6,988 -219	-3%	-$16.4K	0.13%	106
2025 Q2	$524K	Buy	7,207 +114	+2%	+$7.72K	0.14%	107
2025 Q1	$451K	Buy	7,093 +362	+5%	+$22.9K	0.14%	105
2024 Q4	$409K	Buy	+6,731	New	+$428K	0.14%	109

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Clune & Associates's SCZ Position: Q3 2026 in Review

Clune & Associates held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 4,443 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #124.

Clune & Associates first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $559K in Q4 2025. 178 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Clune & Associates held 4,443 shares of iShares MSCI EAFE Small-Cap ETF worth $375K as of Q3 2026.
Clune & Associates left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #124 holding.
Clune & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $559K in Q4 2025.
178 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.