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Encompass Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Encompass Wealth 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 		$16.5M Buy
195,398
+101,494
+108% +$8.63M 2.44% 11
2026
Q2 		$7.73M Buy
93,904
+4,525
+5% +$379K 2.35% 11
2026
Q1 		$7.01M Buy
89,379
+1,933
+2% +$157K 2.44% 10
2025
Q4 		$6.78M Buy
87,446
+4,774
+6% +$366K 2.31% 11
2025
Q3 		$6.34M Buy
82,672
+1,625
+2% +$122K 2.16% 11
2025
Q2 		$5.89M Buy
81,047
+2,978
+4% +$202K 2.16% 11
2025
Q1 		$4.96M Buy
78,069
+5,390
+7% +$340K 2.02% 12
2024
Q4 		$4.42M Buy
72,679
+4,614
+7% +$293K 1.78% 12
2024
Q3 		$4.61M Buy
68,065
+1,508
+2% +$97K 1.15% 17
2024
Q2 		$4.1M Buy
66,557
+1,178
+2% +$73.9K 1.09% 19
2024
Q1 		$4.14M Buy
65,379
+623
+1% +$38.1K 1.1% 17
2023
Q4 		$4.01M Buy
64,756
+3,937
+6% +$225K 1.2% 18
2023
Q3 		$3.43M Buy
60,819
+3,527
+6% +$208K 1.14% 18
2023
Q2 		$3.38M Buy
57,292
+1,157
+2% +$69.2K 1.1% 19
2023
Q1 		$3.34M Sell
56,135
-143
-0.3% -$8.49K 1.14% 19
2022
Q4 		$3.18M Sell
56,278
-338
-0.6% -$18.1K 1.16% 22
2022
Q3 		$2.76M Buy
56,616
+638
+1% +$35K 1.05% 20
2022
Q2 		$3.06M Sell
55,978
-14,736
-21% -$892K 1.08% 22
2022
Q1 		$4.69M Buy
70,714
+2,767
+4% +$188K 1.18% 20
2021
Q4 		$4.97M Buy
67,947
+7,778
+13% +$578K 1.21% 19
2021
Q3 		$4.48M Buy
60,169
+1,279
+2% +$97.4K 1.17% 20
2021
Q2 		$4.37M Sell
58,890
-2,083
-3% -$156K 1.07% 21
2021
Q1 		$4.47M Buy
60,973
+21,117
+53% +$1.5M 1.14% 17
2020
Q4 		$2.72M Buy
+39,856
New +$2.52M 1.57% 11

Other funds holding SCZ

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Encompass Wealth Advisors's SCZ Position: Q3 2026 in Review

Encompass Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 108% in Q3 2026, buying an estimated $8.63M and bringing the position to 195,398 shares worth $16.5M. The position accounts for 2.44% of the portfolio, ranked #11.

Encompass Wealth Advisors first reported a position in SCZ in Q4 2020 and has held it in 24 quarters since. 155 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Encompass Wealth Advisors held 195,398 shares of iShares MSCI EAFE Small-Cap ETF worth $16.5M as of Q3 2026.
  • Encompass Wealth Advisors bought 101,494 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $8.63M.
  • iShares MSCI EAFE Small-Cap ETF made up 2.44% of Encompass Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Encompass Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.