Guidance Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Guidance Capital’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	$201K	Buy	+2,411	New	+$202K	0.04%	232

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

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

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

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

Guidance Capital's SCZ Position: Q2 2026 in Review

Guidance Capital opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 2,411 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings.

184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Guidance Capital held 2,411 shares of iShares MSCI EAFE Small-Cap ETF worth $201K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Guidance Capital position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Guidance Capital's portfolio in Q2 2026, its #232 holding.
184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.