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

Cornerstone Wealth 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 		$446K Buy
5,280
+25
+0.5% +$2.13K 0.09% 37
2026
Q2 		$432K Sell
5,255
-15
-0.3% -$1.26K 0.09% 37
2026
Q1 		$413K Sell
5,270
-275
-5% -$22.4K 0.1% 34
2025
Q4 		$430K Sell
5,545
-255
-4% -$19.5K 0.1% 35
2025
Q3 		$445K Sell
5,800
-165
-3% -$12.3K 0.11% 35
2025
Q2 		$434K Sell
5,965
-275
-4% -$18.6K 0.11% 33
2025
Q1 		$396K Buy
6,240
+30
+0.5% +$1.9K 0.11% 32
2024
Q4 		$377K Sell
6,210
-575
-8% -$36.6K 0.1% 34
2024
Q3 		$459K Sell
6,785
-545
-7% -$35.1K 0.13% 33
2024
Q2 		$452K Sell
7,330
-215
-3% -$13.5K 0.14% 32
2024
Q1 		$478K Sell
7,545
-845
-10% -$51.7K 0.15% 32
2023
Q4 		$519K Sell
8,390
-1,330
-14% -$76K 0.17% 31
2023
Q3 		$549K Sell
9,720
-2,030
-17% -$120K 0.19% 31
2023
Q2 		$693K Sell
11,750
-886
-7% -$53K 0.24% 31
2023
Q1 		$752K Sell
12,636
-260
-2% -$15.4K 0.27% 29
2022
Q4 		$728K Sell
12,896
-1,335
-9% -$71.7K 0.28% 27
2022
Q3 		$694K Sell
14,231
-305
-2% -$16.7K 0.27% 27
2022
Q2 		$793K Sell
14,536
-646
-4% -$39.1K 0.3% 28
2022
Q1 		$1.01M Sell
15,182
-531
-3% -$36.1K 0.35% 25
2021
Q4 		$1.15M Buy
15,713
+11
+0.1% +$817 0.38% 22
2021
Q3 		$1.17M Sell
15,702
-833
-5% -$63.4K 0.41% 22
2021
Q2 		$1.23M Sell
16,535
-950
-5% -$71.3K 0.43% 22
2021
Q1 		$1.26M Buy
+17,485
New +$1.24M 0.47% 22

Other funds holding SCZ

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
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

Cornerstone Wealth Advisors's SCZ Position: Q3 2026 in Review

Cornerstone Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.48% in Q3 2026, buying an estimated $2.13K and bringing the position to 5,280 shares worth $446K. The position accounts for 0.09% of the portfolio, ranked #37.

Cornerstone Wealth Advisors first reported a position in SCZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2021. 247 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Cornerstone Wealth Advisors held 5,280 shares of iShares MSCI EAFE Small-Cap ETF worth $446K as of Q3 2026.
  • Cornerstone Wealth Advisors bought 25 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $2.13K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.26M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.