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Family Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Family 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
Q2 		$889K Hold
10,803
– – 0.27% 47
2026
Q1 		$847K Hold
10,803
– – 0.29% 45
2025
Q4 		$838K Buy
10,803
+15
+0.1% +$1.15K 0.3% 44
2025
Q3 		$828K Buy
10,788
+1,004
+10% +$75.1K 0.31% 41
2025
Q2 		$711K Buy
+9,784
New +$662K 0.28% 38

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Family Wealth Partners's SCZ Position: Q2 2026 in Review

Family Wealth Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 10,803 shares worth $889K. The position accounts for 0.27% of the portfolio, ranked #47.

Family Wealth Partners first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Family Wealth Partners held 10,803 shares of iShares MSCI EAFE Small-Cap ETF worth $889K as of Q2 2026.
  • Family Wealth Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.27% of Family Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Family Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.