Fee-Only Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fee-Only Financial 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 Q3	$283K	Hold	3,350	–	–	0.16%	35
2026 Q2	$276K	Hold	3,350	–	–	0.15%	36
2026 Q1	$263K	Hold	3,350	–	–	0.16%	38
2025 Q4	$260K	Hold	3,350	–	–	0.15%	37
2025 Q3	$257K	Hold	3,350	–	–	0.15%	36
2025 Q2	$243K	Hold	3,350	–	–	0.15%	36
2025 Q1	$213K	Hold	3,350	–	–	0.15%	40
2024 Q4	$204K	Hold	3,350	–	–	0.13%	40
2024 Q3	$227K	Hold	3,350	–	–	0.15%	40
2024 Q2	$206K	Hold	3,350	–	–	0.14%	39
2024 Q1	$212K	Hold	3,350	–	–	0.14%	38
2023 Q4	$207K	Buy	+3,350	New	+$191K	0.15%	40

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Fee-Only Financial Planning's SCZ Position: Q3 2026 in Review

Fee-Only Financial Planning held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 3,350 shares worth $283K. The position accounts for 0.16% of the portfolio, ranked #35.

Fee-Only Financial Planning first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Fee-Only Financial Planning held 3,350 shares of iShares MSCI EAFE Small-Cap ETF worth $283K as of Q3 2026.
Fee-Only Financial Planning left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.16% of Fee-Only Financial Planning's portfolio in Q3 2026, its #35 holding.
Fee-Only Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.