Fort Vancouver Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Fort Vancouver Investment 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	$410K	Sell	4,985 -296	-6%	-$24.8K	0.19%	25
2026 Q1	$414K	Hold	5,281	–	–	0.21%	25
2025 Q4	$409K	Hold	5,281	–	–	0.22%	25
2025 Q3	$405K	Sell	5,281 -23	-0.4%	-$1.72K	0.22%	25
2025 Q2	$385K	Buy	5,304 +2,468	+87%	+$167K	0.26%	25
2025 Q1	$180K	Sell	2,836 -1,289	-31%	-$81.4K	0.14%	26
2024 Q4	$251K	Hold	4,125	–	–	0.21%	23
2024 Q3	$279K	Hold	4,125	–	–	0.24%	23
2024 Q2	$254K	Buy	+4,125	New	+$259K	0.24%	23

Other funds holding SCZ

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Fort Vancouver Investment Management's SCZ Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q2 2026, selling an estimated $24.8K and leaving 4,985 shares worth $410K. The position accounts for 0.19% of the portfolio, ranked #25.

Fort Vancouver Investment Management first reported a position in SCZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q1 2026. 415 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Fort Vancouver Investment Management held 4,985 shares of iShares MSCI EAFE Small-Cap ETF worth $410K as of Q2 2026.
Fort Vancouver Investment Management sold 296 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $24.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.19% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #25 holding.
Fort Vancouver Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Fort Vancouver Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $414K in Q1 2026.
415 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.