CoreCap Advisors
SCZ icon

CoreCap Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

CoreCap Advisors’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 		$259K Sell
3,070
-5
-0.2% -$425 0.01% 763
2026
Q2 		$253K Sell
3,075
-29
-0.9% -$2.43K 0.01% 771
2026
Q1 		$243K Sell
3,104
-11
-0.4% -$894 0.01% 740
2025
Q4 		$242K Sell
3,115
-577
-16% -$44.2K 0.01% 729
2025
Q3 		$283K Sell
3,692
-1,422
-28% -$106K 0.01% 691
2025
Q2 		$372K Sell
5,114
-208
-4% -$14.1K 0.02% 563
2025
Q1 		$338K Sell
5,322
-1,784
-25% -$113K 0.01% 544
2024
Q4 		$432K Buy
7,106
+1,488
+26% +$94.6K 0.02% 507
2024
Q3 		$380K Buy
+5,618
New +$362K 0.02% 522
2024
Q2 		– Sell
-3,145
Closed -$199K – 2415
2024
Q1 		$199K Sell
3,145
-99
-3% -$6.06K 0.01% 630
2023
Q4 		$201K Buy
+3,244
New +$185K 0.01% 559
2023
Q3 		– Sell
-4,370
Closed -$258K – 601
2023
Q2 		$258K Buy
+4,370
New +$261K 0.02% 479
2022
Q4 		$215K Sell
3,801
-509
-12% -$27.3K 0.02% 518
2022
Q3 		$210K Sell
4,310
-536
-11% -$29.4K 0.02% 482
2022
Q2 		$265K Buy
4,846
+579
+14% +$35K 0.02% 449
2022
Q1 		$283K Sell
4,267
-350
-8% -$23.8K 0.02% 420
2021
Q4 		$337K Buy
+4,617
New +$343K 0.02% 421

Other funds holding SCZ

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

CoreCap Advisors's SCZ Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.16% in Q3 2026, selling an estimated $425 and leaving 3,070 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #763.

CoreCap Advisors first reported a position in SCZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $432K in Q4 2024. 219 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • CoreCap Advisors held 3,070 shares of iShares MSCI EAFE Small-Cap ETF worth $259K as of Q3 2026.
  • CoreCap Advisors sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $425.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #763 holding.
  • CoreCap Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $432K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.