Corepath Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Corepath Wealth Partners’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	–	Sell	-2,749	Closed	-$227K	–	43
2026 Q2	$227K	Hold	2,749	–	–	0.14%	40
2026 Q1	$228K	Hold	2,749	–	–	0.15%	38
2025 Q4	$222K	Hold	2,749	–	–	0.15%	37
2025 Q3	$214K	Hold	2,749	–	–	0.16%	36
2025 Q2	$201K	Buy	+2,749	New	+$186K	0.17%	33

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

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

Corepath Wealth Partners's SCZ Position: Q3 2026 in Review

Corepath Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 2,749 shares — an estimated $227K sold.

Corepath Wealth Partners first reported a position in SCZ in Q2 2025 and held it in 5 quarters. The position peaked at $228K in Q1 2026. 201 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Corepath Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Corepath Wealth Partners sold 2,749 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $227K.
Corepath Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and held it in 5 quarters.
Corepath Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $228K in Q1 2026.
201 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.