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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
Q3 		$82.4K Hold
976
– – 0.02% 239
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Elevation Wealth Partners's SCZ Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 976 shares worth $82.4K. The position accounts for 0.02% of the portfolio, ranked #239.

Elevation Wealth Partners first reported a position in SCZ in Q1 2023 and has held it in 15 quarters since. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Elevation Wealth Partners held 976 shares of iShares MSCI EAFE Small-Cap ETF worth $82.4K as of Q3 2026.
  • Elevation Wealth Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #239 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.