EWP
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Elevation Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Elevation Wealth Partners’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 		$80.3K Buy
976
+13
+1% +$1.09K 0.02% 215
2026
Q1 		$75.5K Hold
963
– – 0.03% 188
2025
Q4 		$74.7K Buy
963
+18
+2% +$1.38K 0.03% 190
2025
Q3 		$72.5K Hold
945
– – 0.03% 203
2025
Q2 		$68.7K Buy
945
+14
+2% +$948 0.03% 203
2025
Q1 		$59.1K Hold
931
– – 0.03% 213
2024
Q4 		$56.5K Buy
931
+19
+2% +$1.21K 0.02% 217
2024
Q3 		$61.7K Hold
912
– – 0.03% 204
2024
Q2 		$56.2K Buy
912
+13
+1% +$815 0.03% 208
2024
Q1 		$56.9K Buy
899
+12
+1% +$734 0.03% 207
2023
Q4 		$50.1K Hold
887
– – 0.03% 207
2023
Q3 		$50.1K Hold
887
– – 0.04% 146
2023
Q2 		$52.3K Hold
887
– – 0.04% 148
2023
Q1 		$52.8K Buy
+887
New +$52.7K 0.05% 146

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

Elevation Wealth Partners's SCZ Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, buying an estimated $1.09K and bringing the position to 976 shares worth $80.3K. The position accounts for 0.02% of the portfolio, ranked #215.

Elevation Wealth Partners first reported a position in SCZ in Q1 2023 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Elevation Wealth Partners held 976 shares of iShares MSCI EAFE Small-Cap ETF worth $80.3K as of Q2 2026.
  • Elevation Wealth Partners bought 13 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.09K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.