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GAMMA Investing’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GAMMA Investing’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 		$125K Hold
1,481
– – ﹤0.01% 1698
2026
Q2 		$122K Hold
1,481
– – ﹤0.01% 1666
2026
Q1 		$116K Sell
1,481
-483
-25% -$39.3K 0.01% 1553
2025
Q4 		$152K Hold
1,964
– – 0.01% 1242
2025
Q3 		$151K Buy
1,964
+651
+50% +$48.7K 0.01% 1181
2025
Q2 		$95.4K Hold
1,313
– – 0.01% 1476
2025
Q1 		$83.4K Hold
1,313
– – 0.01% 1409
2024
Q4 		$79.8K Hold
1,313
– – 0.01% 1283
2024
Q3 		$88.9K Buy
1,313
+813
+163% +$52.3K 0.01% 1079
2024
Q2 		$30.8K Hold
500
– – ﹤0.01% 1562
2024
Q1 		$31.7K Hold
500
– – 0.01% 1330
2023
Q4 		$30.2K Buy
+500
New +$28.6K 0.01% 1225

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

GAMMA Investing's SCZ Position: Q3 2026 in Review

GAMMA Investing held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 1,481 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

GAMMA Investing first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $152K in Q4 2025. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • GAMMA Investing held 1,481 shares of iShares MSCI EAFE Small-Cap ETF worth $125K as of Q3 2026.
  • GAMMA Investing left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1698 holding.
  • GAMMA Investing first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares MSCI EAFE Small-Cap ETF position peaked at $152K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.