Collective Family Office’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Collective Family Office’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	$354K	Sell	4,299 -178	-4%	-$14.9K	0.07%	138
2026 Q1	$351K	Sell	4,477 -331	-7%	-$26.9K	0.08%	128
2025 Q4	$373K	Sell	4,808 -13	-0.3%	-$997	0.09%	123
2025 Q3	$370K	Sell	4,821 -31	-0.6%	-$2.32K	0.09%	125
2025 Q2	$353K	Sell	4,852 -300	-6%	-$20.3K	0.09%	126
2025 Q1	$327K	Hold	5,152	–	–	0.09%	127
2024 Q4	$313K	Hold	5,152	–	–	0.09%	139
2024 Q3	$349K	Sell	5,152 -169	-3%	-$10.9K	0.09%	137
2024 Q2	$328K	Sell	5,321 -23	-0.4%	-$1.44K	0.1%	142
2024 Q1	$338K	Sell	5,344 -135	-2%	-$8.26K	0.11%	136
2023 Q4	$339K	Hold	5,479	–	–	0.12%	121
2023 Q3	$309K	Hold	5,479	–	–	0.12%	128
2023 Q2	$323K	Sell	5,479 -667	-11%	-$39.9K	0.13%	133
2023 Q1	$366K	Buy	6,146 +300	+5%	+$17.8K	0.15%	119
2022 Q4	$330K	Sell	5,846 -4,830	-45%	-$259K	0.15%	124
2022 Q3	$521K	Buy	10,676 +2,369	+29%	+$130K	0.26%	96
2022 Q2	$453K	Sell	8,307 -2,337	-22%	-$141K	0.2%	118
2022 Q1	$706K	Sell	10,644 -265	-2%	-$18K	0.27%	97
2021 Q4	$797K	Hold	10,909	–	–	0.31%	86
2021 Q3	$812K	Hold	10,909	–	–	0.35%	71
2021 Q2	$809K	Hold	10,909	–	–	0.35%	73
2021 Q1	$784K	Hold	10,909	–	–	0.38%	68
2020 Q4	$746K	Buy	+10,909	New	+$688K	0.41%	70

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

Collective Family Office's SCZ Position: Q2 2026 in Review

Collective Family Office reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 4,299 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #138.

Collective Family Office first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $812K in Q3 2021. 209 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Collective Family Office held 4,299 shares of iShares MSCI EAFE Small-Cap ETF worth $354K as of Q2 2026.
Collective Family Office sold 178 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $14.9K.
iShares MSCI EAFE Small-Cap ETF made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #138 holding.
Collective Family Office first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares MSCI EAFE Small-Cap ETF position peaked at $812K in Q3 2021.
209 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.