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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
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

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

DiNuzzo Private Wealth's SCZ Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 405 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

DiNuzzo Private Wealth first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • DiNuzzo Private Wealth held 405 shares of iShares MSCI EAFE Small-Cap ETF worth $33.3K as of Q2 2026.
  • DiNuzzo Private Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #167 holding.
  • DiNuzzo Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.