DiNuzzo Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

DiNuzzo Private Wealth’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	$34.2K	Hold	405	–	–	﹤0.01%	164
2026 Q2	$33.3K	Hold	405	–	–	﹤0.01%	167
2026 Q1	$31.8K	Hold	405	–	–	﹤0.01%	160
2025 Q4	$31.4K	Hold	405	–	–	﹤0.01%	152
2025 Q3	$30.6K	Hold	405	–	–	﹤0.01%	151
2025 Q2	$29.4K	Hold	405	–	–	﹤0.01%	161
2025 Q1	$25.7K	Hold	405	–	–	﹤0.01%	159
2024 Q4	$24.6K	Hold	405	–	–	﹤0.01%	163
2024 Q3	$27.4K	Hold	405	–	–	﹤0.01%	163
2024 Q2	$25K	Hold	405	–	–	﹤0.01%	130
2024 Q1	$25.6K	Hold	405	–	–	﹤0.01%	122
2023 Q4	$25.1K	Buy	+405	New	+$23.1K	﹤0.01%	122

Other funds holding SCZ

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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

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

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

DiNuzzo Private Wealth's SCZ Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 405 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

DiNuzzo Private Wealth first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

DiNuzzo Private Wealth held 405 shares of iShares MSCI EAFE Small-Cap ETF worth $34.2K as of Q3 2026.
DiNuzzo Private Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #164 holding.
DiNuzzo Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
300 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

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