Gladwyn Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gladwyn Financial Advisors’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	$624K	Hold	7,579	–	–	0.39%	33
2026 Q1	$594K	Hold	7,579	–	–	0.41%	32
2025 Q4	$588K	Hold	7,579	–	–	0.41%	32
2025 Q3	$581K	Hold	7,579	–	–	0.42%	32
2025 Q2	$551K	Buy	+7,579	New	+$513K	0.43%	31

Other funds holding SCZ

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gladwyn Financial Advisors's SCZ Position: Q2 2026 in Review

Gladwyn Financial Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 7,579 shares worth $624K. The position accounts for 0.39% of the portfolio, ranked #33.

Gladwyn Financial Advisors first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Gladwyn Financial Advisors held 7,579 shares of iShares MSCI EAFE Small-Cap ETF worth $624K as of Q2 2026.
Gladwyn Financial Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.39% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #33 holding.
Gladwyn Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
265 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.