GGS
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Galvin Gaustad & Stein’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Galvin Gaustad & Stein’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 		$371K Sell
4,395
-30
-0.7% -$2.55K 0.03% 199
2026
Q2 		$364K Sell
4,425
-25
-0.6% -$2.09K 0.03% 213
2026
Q1 		$349K Sell
4,450
-330
-7% -$26.8K 0.03% 201
2025
Q4 		$371K Sell
4,780
-560
-10% -$42.9K 0.03% 193
2025
Q3 		$410K Hold
5,340
– – 0.03% 148
2025
Q2 		$388K Sell
5,340
-600
-10% -$40.6K 0.03% 147
2025
Q1 		$377K Sell
5,940
-3,687
-38% -$233K 0.03% 146
2024
Q4 		$585K Buy
9,627
+6,555
+213% +$417K 0.05% 123
2024
Q3 		$208K Sell
3,072
-200
-6% -$12.9K 0.02% 179
2024
Q2 		$202K Sell
3,272
-575
-15% -$36K 0.02% 182
2024
Q1 		$244K Sell
3,847
-275
-7% -$16.8K 0.02% 163
2023
Q4 		$255K Sell
4,122
-3,615
-47% -$206K 0.02% 159
2023
Q3 		$437K Buy
7,737
+313
+4% +$18.5K 0.04% 130
2023
Q2 		$438K Buy
7,424
+624
+9% +$37.3K 0.04% 128
2023
Q1 		$405K Buy
6,800
+640
+10% +$38K 0.04% 129
2022
Q4 		$348K Buy
6,160
+1,600
+35% +$85.9K 0.04% 127
2022
Q3 		$222K Sell
4,560
-3,425
-43% -$188K 0.02% 152
2022
Q2 		$436K Buy
7,985
+295
+4% +$17.8K 0.04% 122
2022
Q1 		$510K Buy
7,690
+46
+0.6% +$3.12K 0.05% 124
2021
Q4 		$559K Buy
7,644
+21
+0.3% +$1.56K 0.05% 121
2021
Q3 		$567K Sell
7,623
-221
-3% -$16.8K 0.05% 121
2021
Q2 		$582K Sell
7,844
-544
-6% -$40.8K 0.06% 128
2021
Q1 		$603K Sell
8,388
-486
-5% -$34.5K 0.06% 125
2020
Q4 		$607K Buy
+8,874
New +$560K 0.06% 123

Other funds holding SCZ

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Galvin Gaustad & Stein's SCZ Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.68% in Q3 2026, selling an estimated $2.55K and leaving 4,395 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #199.

Galvin Gaustad & Stein first reported a position in SCZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $607K in Q4 2020. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Galvin Gaustad & Stein held 4,395 shares of iShares MSCI EAFE Small-Cap ETF worth $371K as of Q3 2026.
  • Galvin Gaustad & Stein sold 30 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $2.55K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #199 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's iShares MSCI EAFE Small-Cap ETF position peaked at $607K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.