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

Crescent Grove 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	$386K	Hold	4,568	–	–	0.03%	223
2026 Q2	$376K	Buy	4,568 +63	+1%	+$5.28K	0.03%	216
2026 Q1	$353K	Hold	4,505	–	–	0.03%	218
2025 Q4	$349K	Sell	4,505 -73	-2%	-$5.6K	0.03%	218
2025 Q3	$351K	Buy	4,578 +159	+4%	+$11.9K	0.03%	210
2025 Q2	$321K	Buy	4,419 +66	+2%	+$4.47K	0.03%	210
2025 Q1	$277K	Hold	4,353	–	–	0.03%	218
2024 Q4	$264K	Buy	4,353 +86	+2%	+$5.47K	0.03%	232
2024 Q3	$289K	Hold	4,267	–	–	0.03%	222
2024 Q2	$263K	Buy	4,267 +62	+1%	+$3.89K	0.03%	227
2024 Q1	$266K	Hold	4,205	–	–	0.03%	259
2023 Q4	$260K	Buy	+4,205	New	+$240K	0.03%	249

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Bear Mountain Capital Seattle, Washington $358M AUM 7.49% 1-Year Est. Return

Crescent Grove Advisors's SCZ Position: Q3 2026 in Review

Crescent Grove Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 4,568 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #223.

Crescent Grove Advisors first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 396 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Crescent Grove Advisors held 4,568 shares of iShares MSCI EAFE Small-Cap ETF worth $386K as of Q3 2026.
Crescent Grove Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q3 2026, its #223 holding.
Crescent Grove Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
396 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.