FFA
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Farther Finance Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Farther Finance 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 		$2.1M Sell
24,901
-585
-2% -$49.7K 0.01% 753
2026
Q2 		$2.1M Sell
25,486
-983
-4% -$82.3K 0.02% 720
2026
Q1 		$2.11M Buy
26,469
+1,629
+7% +$132K 0.02% 625
2025
Q4 		$1.93M Buy
24,840
+4,525
+22% +$347K 0.02% 597
2025
Q3 		$1.56M Buy
20,315
+2,712
+15% +$203K 0.02% 541
2025
Q2 		$1.28M Buy
17,603
+6,186
+54% +$419K 0.03% 502
2025
Q1 		$726K Buy
11,417
+5,267
+86% +$333K 0.02% 632
2024
Q4 		$374K Buy
6,150
+113
+2% +$7.19K 0.01% 706
2024
Q3 		$409K Buy
6,037
+806
+15% +$51.9K 0.02% 676
2024
Q2 		$322K Buy
5,231
+305
+6% +$19.1K 0.02% 644
2024
Q1 		$311K Buy
4,926
+975
+25% +$59.6K 0.02% 535
2023
Q4 		$245K Buy
3,951
+3,861
+4,290% +$221K 0.02% 508
2023
Q3 		$5.07K Hold
90
– – ﹤0.01% 1513
2023
Q2 		$5.3K Sell
90
-1,687
-95% -$101K ﹤0.01% 1409
2023
Q1 		$106K Buy
+1,777
New +$106K 0.03% 393

Other funds holding SCZ

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Farther Finance Advisors's SCZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.3% in Q3 2026, selling an estimated $49.7K and leaving 24,901 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #753.

Farther Finance Advisors first reported a position in SCZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.11M in Q1 2026. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Farther Finance Advisors held 24,901 shares of iShares MSCI EAFE Small-Cap ETF worth $2.1M as of Q3 2026.
  • Farther Finance Advisors sold 585 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $49.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #753 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.11M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.