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Ferguson Wellman Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ferguson Wellman Capital Management’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 		$1.39M Sell
16,913
-1,725
-9% -$144K 0.02% 202
2026
Q1 		$1.46M Buy
+18,638
New +$1.52M 0.02% 193
2021
Q1 		– Sell
-247,974
Closed -$16.9M – 385
2020
Q4 		$16.9M Buy
247,974
+3,711
+2% +$234K 0.41% 66
2020
Q3 		$14.4M Buy
244,263
+6,552
+3% +$376K 0.4% 65
2020
Q2 		$12.7M Buy
237,711
+15,608
+7% +$787K 0.39% 67
2020
Q1 		$9.96M Sell
222,103
-134,807
-38% -$7.49M 0.37% 71
2019
Q4 		$22.2M Buy
356,910
+6,029
+2% +$362K 0.65% 48
2019
Q3 		$20.1M Buy
350,881
+12,202
+4% +$690K 0.64% 48
2019
Q2 		$19.4M Buy
338,679
+825
+0.2% +$47.6K 0.65% 53
2019
Q1 		$19.4M Buy
337,854
+8,824
+3% +$494K 0.66% 49
2018
Q4 		$17.1M Sell
329,030
-39,088
-11% -$2.19M 0.65% 43
2018
Q3 		$22.9M Buy
368,118
+8,151
+2% +$509K 0.75% 38
2018
Q2 		$22.6M Buy
359,967
+6,560
+2% +$429K 0.79% 39
2018
Q1 		$23M Buy
353,407
+13,574
+4% +$896K 0.82% 33
2017
Q4 		$21.9M Buy
339,833
+3,375
+1% +$212K 0.76% 39
2017
Q3 		$20.9M Buy
336,458
+10,745
+3% +$643K 0.75% 43
2017
Q2 		$18.8M Buy
+325,713
New +$18.6M 0.71% 45
2016
Q3 		– Sell
-11,982
Closed -$578K – 336
2016
Q2 		$578K Sell
11,982
-210
-2% -$10.5K 0.02% 205
2016
Q1 		$607K Sell
12,192
-4,776
-28% -$225K 0.03% 203
2015
Q4 		$848K Buy
16,968
+1,566
+10% +$78.3K 0.03% 204
2015
Q3 		$736K Buy
15,402
+45
+0.3% +$2.25K 0.03% 209
2015
Q2 		$784K Sell
15,357
-970
-6% -$50.6K 0.03% 212
2015
Q1 		$808K Sell
16,327
-5,785
-26% -$280K 0.03% 211
2014
Q4 		$1.03M Buy
22,112
+13,172
+147% +$622K 0.04% 200
2014
Q3 		$434K Hold
8,940
– – 0.02% 236
2014
Q2 		$473K Buy
8,940
+590
+7% +$30.8K 0.02% 238
2014
Q1 		$436K Buy
8,350
+3,220
+63% +$165K 0.02% 234
2013
Q4 		$262K Buy
+5,130
New +$254K 0.01% 279

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

Ferguson Wellman Capital Management's SCZ Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9.3% in Q2 2026, selling an estimated $144K and leaving 16,913 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #202.

Ferguson Wellman Capital Management first reported a position in SCZ in Q4 2013 and has held it in 28 quarters since. The position peaked at $23M in Q1 2018. 291 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Ferguson Wellman Capital Management held 16,913 shares of iShares MSCI EAFE Small-Cap ETF worth $1.39M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 1,725 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #202 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 28 quarters since.
  • Ferguson Wellman Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $23M in Q1 2018.
  • 291 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.