EIP
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Essential Investment Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Essential Investment 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 		$6.58K Hold
80
– – 0.01% 221
2026
Q1 		$6.27K Hold
80
– – 0.01% 220
2025
Q4 		$6.2K Buy
+80
New +$6.13K 0.01% 206

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Essential Investment Partners's SCZ Position: Q2 2026 in Review

Essential Investment Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 80 shares worth $6.58K. The position accounts for 0.01% of the portfolio, ranked #221.

Essential Investment Partners first reported a position in SCZ in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Essential Investment Partners held 80 shares of iShares MSCI EAFE Small-Cap ETF worth $6.58K as of Q2 2026.
  • Essential Investment Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #221 holding.
  • Essential Investment Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.