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 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%	+$7.71K	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

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

Clune & Associates's SCZ Position: Q2 2026 in Review

Clune & Associates reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 34% in Q2 2026, selling an estimated $189K and leaving 4,443 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #132.

Clune & Associates first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Clune & Associates held 4,443 shares of iShares MSCI EAFE Small-Cap ETF worth $366K as of Q2 2026.
Clune & Associates sold 2,251 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $189K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #132 holding.
Clune & Associates first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares MSCI EAFE Small-Cap ETF position peaked at $559K in Q4 2025.
184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.