Dala Group
SCZ icon

Dala Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Dala Group’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 		$759K Hold
8,990
– – 0.56% 29
2026
Q2 		$740K Sell
8,990
-13
-0.1% -$1.09K 0.61% 29
2026
Q1 		$706K Hold
9,003
– – 0.59% 32
2025
Q4 		$698K Buy
+9,003
New +$690K 0.6% 36

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Dala Group's SCZ Position: Q3 2026 in Review

Dala Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 8,990 shares worth $759K. The position accounts for 0.56% of the portfolio, ranked #29.

Dala Group first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Dala Group held 8,990 shares of iShares MSCI EAFE Small-Cap ETF worth $759K as of Q3 2026.
  • Dala Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.56% of Dala Group's portfolio in Q3 2026, its #29 holding.
  • Dala Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.