Fingerlakes Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fingerlakes Wealth 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	$209K	Buy	+2,544	New	+$213K	0.11%	97
2025 Q4	–	Sell	-2,636	Closed	-$202K	–	100
2025 Q3	$202K	Buy	+2,636	New	+$197K	0.13%	93
2024 Q4	–	Sell	-3,481	Closed	-$236K	–	88
2024 Q3	$236K	Hold	3,481	–	–	0.2%	82
2024 Q2	$215K	Sell	3,481 -39	-1%	-$2.44K	0.19%	87
2024 Q1	$223K	Sell	3,520 -23	-0.6%	-$1.41K	0.22%	87
2023 Q4	$219K	Buy	+3,543	New	+$202K	0.24%	81
2023 Q3	–	Sell	-3,928	Closed	-$232K	–	82
2023 Q2	$232K	Sell	3,928 -131	-3%	-$7.83K	0.27%	82
2023 Q1	$242K	Hold	4,059	–	–	0.3%	82
2022 Q4	$229K	Sell	4,059 -83	-2%	-$4.46K	0.32%	82
2022 Q3	$202K	Sell	4,142 -219	-5%	-$12K	0.29%	81
2022 Q2	$238K	Buy	4,361 +71	+2%	+$4.3K	0.33%	81
2022 Q1	$285K	Buy	4,290 +1	+0%	+$68	0.33%	77
2021 Q4	$316K	Buy	+4,289	New	+$318K	0.36%	74

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Fingerlakes Wealth Management's SCZ Position: Q2 2026 in Review

Fingerlakes Wealth Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 2,544 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings. This is a return to the name: Fingerlakes Wealth Management previously reported a position in SCZ as recently as Q3 2025.

Fingerlakes Wealth Management first reported a position in SCZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $316K in Q4 2021. 265 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fingerlakes Wealth Management held 2,544 shares of iShares MSCI EAFE Small-Cap ETF worth $209K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Fingerlakes Wealth Management position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.11% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #97 holding.
Fingerlakes Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Fingerlakes Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $316K in Q4 2021.
265 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.