FWMM
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Foundation Wealth Management (Missouri)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Foundation Wealth Management (Missouri)’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 		$3.79M Buy
46,093
+9,978
+28% +$836K 2.24% 7
2026
Q1 		$2.83M Buy
36,115
+10,719
+42% +$872K 1.91% 13
2025
Q4 		$1.97M Buy
25,396
+4,988
+24% +$382K 1.3% 15
2025
Q3 		$1.57M Sell
20,408
-6,583
-24% -$492K 1% 19
2025
Q2 		$1.96M Sell
26,991
-5,006
-16% -$339K 1.37% 16
2025
Q1 		$2.03M Buy
31,997
+3,407
+12% +$215K 1.59% 15
2024
Q4 		$1.74M Sell
28,590
-1,082
-4% -$68.8K 1.35% 15
2024
Q3 		$2.01M Sell
29,672
-2,059
-6% -$132K 1.52% 15
2024
Q2 		$1.96M Sell
31,731
-4,069
-11% -$255K 1.53% 15
2024
Q1 		$2.27M Sell
35,800
-2,868
-7% -$175K 1.85% 15
2023
Q4 		$2.39M Sell
38,668
-4,457
-10% -$255K 2.14% 14
2023
Q3 		$2.44M Sell
43,125
-5,817
-12% -$343K 2.43% 14
2023
Q2 		$2.89M Sell
48,942
-6,452
-12% -$386K 2.82% 10
2023
Q1 		$3.3M Sell
55,394
-18,164
-25% -$1.08M 3.39% 7
2022
Q4 		$4.15M Buy
+73,558
New +$3.95M 4.22% 4

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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
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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s SCZ Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 28% in Q2 2026, buying an estimated $836K and bringing the position to 46,093 shares worth $3.79M. The position accounts for 2.24% of the portfolio, ranked #7.

Foundation Wealth Management (Missouri) first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.15M in Q4 2022. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 46,093 shares of iShares MSCI EAFE Small-Cap ETF worth $3.79M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 9,978 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $836K.
  • iShares MSCI EAFE Small-Cap ETF made up 2.24% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #7 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares MSCI EAFE Small-Cap ETF position peaked at $4.15M in Q4 2022.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.