CWA
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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
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

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
PL
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Cornerstone Wealth Advisors's SCZ Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.28% in Q2 2026, selling an estimated $1.26K and leaving 5,255 shares worth $432K. 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 22 quarters since. The position peaked at $1.26M in Q1 2021. 182 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Cornerstone Wealth Advisors held 5,255 shares of iShares MSCI EAFE Small-Cap ETF worth $432K as of Q2 2026.
  • Cornerstone Wealth Advisors sold 15 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.26K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Cornerstone Wealth Advisors's portfolio in Q2 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 22 quarters since.
  • Cornerstone Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.26M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.