Financial Harvest’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Financial Harvest’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	$637K	Buy	7,547 +13	+0.2%	+$1.1K	0.3%	28
2026 Q2	$620K	Hold	7,534	–	–	0.26%	32
2026 Q1	$591K	Sell	7,534 -224	-3%	-$18.2K	0.35%	28
2025 Q4	$601K	Sell	7,758 -85	-1%	-$6.52K	0.37%	28
2025 Q3	$602K	Sell	7,843 -1,101	-12%	-$82.4K	0.41%	26
2025 Q2	$650K	Buy	+8,944	New	+$605K	0.49%	25
2025 Q1	–	Sell	-10,883	Closed	-$661K	–	92
2024 Q4	$661K	Buy	+10,883	New	+$692K	0.56%	24

Other funds holding SCZ

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Financial Harvest's SCZ Position: Q3 2026 in Review

Financial Harvest increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.17% in Q3 2026, buying an estimated $1.1K and bringing the position to 7,547 shares worth $637K. The position accounts for 0.3% of the portfolio, ranked #28.

Financial Harvest first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $661K in Q4 2024. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Financial Harvest held 7,547 shares of iShares MSCI EAFE Small-Cap ETF worth $637K as of Q3 2026.
Financial Harvest bought 13 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.3% of Financial Harvest's portfolio in Q3 2026, its #28 holding.
Financial Harvest first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Financial Harvest's iShares MSCI EAFE Small-Cap ETF position peaked at $661K in Q4 2024.
552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.