Fiduciary Advisors Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fiduciary Advisors Inc’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	$373K	Sell	4,421 -205	-4%	-$17.4K	0.25%	34
2026 Q2	$381K	Buy	4,626 +45	+1%	+$3.77K	0.26%	35
2026 Q1	$359K	Sell	4,581 -3,962	-46%	-$322K	0.27%	35
2025 Q4	$662K	Buy	8,543 +40	+0.5%	+$3.07K	0.5%	31
2025 Q3	$652K	Buy	8,503 +14	+0.2%	+$1.05K	0.53%	30
2025 Q2	$617K	Buy	8,489 +1,706	+25%	+$115K	0.54%	30
2025 Q1	$431K	Hold	6,783	–	–	0.43%	31
2024 Q4	$412K	Buy	+6,783	New	+$431K	0.41%	32

Other funds holding SCZ

TIAA Wealth Investment Management New York $16.6B AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiduciary Advisors Inc's SCZ Position: Q3 2026 in Review

Fiduciary Advisors Inc reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.4% in Q3 2026, selling an estimated $17.4K and leaving 4,421 shares worth $373K. The position accounts for 0.25% of the portfolio, ranked #34.

Fiduciary Advisors Inc first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $662K in Q4 2025. 625 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Fiduciary Advisors Inc held 4,421 shares of iShares MSCI EAFE Small-Cap ETF worth $373K as of Q3 2026.
Fiduciary Advisors Inc sold 205 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $17.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.25% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #34 holding.
Fiduciary Advisors Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Fiduciary Advisors Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $662K in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.