Global View Capital Management
SCZ icon

Global View Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Global View Capital Management’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 		$741K Buy
8,779
+855
+11% +$72.7K 0.17% 60
2026
Q2 		$652K Buy
7,924
+1,271
+19% +$106K 0.13% 70
2026
Q1 		$522K Buy
+6,653
New +$541K 0.14% 83

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Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

Global View Capital Management's SCZ Position: Q3 2026 in Review

Global View Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 11% in Q3 2026, buying an estimated $72.7K and bringing the position to 8,779 shares worth $741K. The position accounts for 0.17% of the portfolio, ranked #60.

Global View Capital Management first reported a position in SCZ in Q1 2026 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Global View Capital Management held 8,779 shares of iShares MSCI EAFE Small-Cap ETF worth $741K as of Q3 2026.
  • Global View Capital Management bought 855 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $72.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.17% of Global View Capital Management's portfolio in Q3 2026, its #60 holding.
  • Global View Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Global View Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.