FWP
SCZ icon

Falcon Wealth Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Falcon Wealth Planning’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 		$1.55M Sell
18,809
-84
-0.4% -$7.04K 0.1% 71
2026
Q1 		$1.48M Sell
18,893
-538
-3% -$43.7K 0.1% 64
2025
Q4 		$1.51M Sell
19,431
-450
-2% -$34.5K 0.13% 62
2025
Q3 		$1.53M Sell
19,881
-3,028
-13% -$227K 0.14% 62
2025
Q2 		$1.67M Sell
22,909
-198
-0.9% -$13.4K 0.17% 54
2025
Q1 		$1.47M Sell
23,107
-6,906
-23% -$436K 0.16% 57
2024
Q4 		$1.82M Sell
30,013
-6,031
-17% -$384K 0.2% 53
2024
Q3 		$2.44M Sell
36,044
-86,597
-71% -$5.57M 0.29% 40
2024
Q2 		$7.56M Sell
122,641
-36,127
-23% -$2.26M 0.98% 21
2024
Q1 		$10.1M Sell
158,768
-57,744
-27% -$3.53M 1.59% 20
2023
Q4 		$13.4M Sell
216,512
-73,352
-25% -$4.19M 2.34% 17
2023
Q3 		$16.4M Buy
289,864
+29,640
+11% +$1.75M 3.55% 14
2023
Q2 		$15.3M Buy
260,224
+17,064
+7% +$1.02M 3.42% 12
2023
Q1 		$14.5M Buy
243,160
+16,324
+7% +$969K 3.61% 12
2022
Q4 		$12.8M Buy
226,836
+16,950
+8% +$910K 3.67% 12
2022
Q3 		$10.2M Buy
209,886
+42,871
+26% +$2.35M 3.39% 12
2022
Q2 		$9.12M Buy
167,015
+12,863
+8% +$778K 3.1% 12
2022
Q1 		$10.2M Buy
154,152
+22,000
+17% +$1.49M 3.2% 13
2021
Q4 		$9.66M Buy
132,152
+11,915
+10% +$885K 3.16% 12
2021
Q3 		$8.95M Buy
120,237
+14,015
+13% +$1.07M 3.4% 12
2021
Q2 		$7.88M Buy
106,222
+7,958
+8% +$597K 3.37% 12
2021
Q1 		$7.06M Buy
98,264
+6,282
+7% +$446K 3.45% 12
2020
Q4 		$6.29M Buy
+91,982
New +$5.8M 3.52% 12

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