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

Foundation Wealth Management (Pennsylvania)’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 		$2.55M Sell
31,049
-663
-2% -$55.5K 0.77% 28
2026
Q1 		$2.49M Sell
31,712
-1,534
-5% -$125K 0.88% 26
2025
Q4 		$2.58M Sell
33,246
-6,441
-16% -$494K 0.94% 26
2025
Q3 		$3.04M Sell
39,687
-8,657
-18% -$648K 1.18% 23
2025
Q2 		$3.51M Sell
48,344
-592
-1% -$40.1K 1.52% 21
2025
Q1 		$3.11M Sell
48,936
-777
-2% -$49.1K 1.48% 20
2024
Q4 		$3.02M Buy
+49,713
New +$3.16M 1.46% 22

Other funds holding SCZ

State of New Jersey Common Pension Fund D
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
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
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

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

Foundation Wealth Management (Pennsylvania) reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.1% in Q2 2026, selling an estimated $55.5K and leaving 31,049 shares worth $2.55M. The position accounts for 0.77% of the portfolio, ranked #28.

Foundation Wealth Management (Pennsylvania) first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q2 2025. 415 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 31,049 shares of iShares MSCI EAFE Small-Cap ETF worth $2.55M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 663 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $55.5K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.77% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #28 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s iShares MSCI EAFE Small-Cap ETF position peaked at $3.51M in Q2 2025.
  • 415 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.