Elevated Capital Advisors
SCZ icon

Elevated Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Elevated Capital 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 		$12.1K Hold
143
– – ﹤0.01% 446
2026
Q2 		$11.8K Hold
143
– – ﹤0.01% 470
2026
Q1 		$11.2K Hold
143
– – ﹤0.01% 452
2025
Q4 		$11.1K Buy
+143
New +$11K ﹤0.01% 443

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Elevated Capital Advisors's SCZ Position: Q3 2026 in Review

Elevated Capital Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 143 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Elevated Capital Advisors first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Elevated Capital Advisors held 143 shares of iShares MSCI EAFE Small-Cap ETF worth $12.1K as of Q3 2026.
  • Elevated Capital Advisors 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 Elevated Capital Advisors's portfolio in Q3 2026, its #446 holding.
  • Elevated Capital Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.