EWM
SCZ icon

Elmwood Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Elmwood Wealth Management’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 		$2.47M Sell
30,040
-308
-1% -$25.8K 0.62% 52
2026
Q1 		$2.38M Sell
30,348
-689
-2% -$56K 0.66% 52
2025
Q4 		$2.41M Sell
31,037
-42
-0.1% -$3.22K 0.76% 49
2025
Q3 		$2.38M Buy
31,079
+100
+0.3% +$7.48K 0.84% 46
2025
Q2 		$2.25M Sell
30,979
-712
-2% -$48.2K 0.89% 45
2025
Q1 		$2.01M Sell
31,691
-1,450
-4% -$91.6K 0.83% 49
2024
Q4 		$2.01M Sell
33,141
-486
-1% -$30.9K 0.81% 47
2024
Q3 		$2.28M Buy
33,627
+348
+1% +$22.4K 0.94% 43
2024
Q2 		$2.05M Buy
33,279
+1,571
+5% +$98.5K 0.91% 42
2024
Q1 		$2.01M Buy
31,708
+14,282
+82% +$874K 0.86% 43
2023
Q4 		$1.08M Sell
17,426
-14,434
-45% -$824K 0.76% 43
2023
Q3 		$1.8M Buy
31,860
+25
+0.1% +$1.48K 0.87% 39
2023
Q2 		$1.88M Hold
31,835
– – 0.88% 37
2023
Q1 		$1.89M Buy
31,835
+12,694
+66% +$754K 0.9% 34
2022
Q4 		$1.08M Buy
+19,141
New +$1.03M 0.54% 66

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return