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

Guidance Point 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
Q3 		$1.49M Buy
17,641
+340
+2% +$28.9K 0.31% 35
2026
Q2 		$1.42M Buy
17,301
+197
+1% +$16.5K 0.3% 35
2026
Q1 		$1.34M Sell
17,104
-174
-1% -$14.1K 0.32% 35
2025
Q4 		$1.34M Buy
17,278
+155
+0.9% +$11.9K 0.31% 35
2025
Q3 		$1.31M Sell
17,123
-1,873
-10% -$140K 0.32% 35
2025
Q2 		$1.38M Buy
18,996
+395
+2% +$26.7K 0.35% 33
2025
Q1 		$1.18M Sell
18,601
-18,256
-50% -$1.15M 0.34% 35
2024
Q4 		$2.24M Buy
36,857
+1,213
+3% +$77.2K 0.63% 28
2024
Q3 		$2.41M Buy
35,644
+131
+0.4% +$8.43K 0.7% 28
2024
Q2 		$2.19M Buy
35,513
+5,088
+17% +$319K 0.68% 27
2024
Q1 		$1.93M Sell
30,425
-392
-1% -$24K 0.63% 28
2023
Q4 		$1.91M Sell
30,817
-18,596
-38% -$1.06M 0.71% 27
2023
Q3 		$2.79M Sell
49,413
-5,253
-10% -$310K 1.14% 24
2023
Q2 		$3.22M Sell
54,666
-1,107
-2% -$66.2K 1.24% 20
2023
Q1 		$3.32M Sell
55,773
-248
-0.4% -$14.7K 1.34% 21
2022
Q4 		$3.16M Sell
56,021
-11,922
-18% -$640K 1.34% 22
2022
Q3 		$3.32M Sell
67,943
-150
-0.2% -$8.23K 1.51% 15
2022
Q2 		$3.72M Buy
68,093
+2,924
+4% +$177K 1.6% 14
2022
Q1 		$4.35M Buy
65,169
+1,881
+3% +$128K 1.65% 12
2021
Q4 		$4.63M Buy
63,288
+1,142
+2% +$84.8K 1.68% 13
2021
Q3 		$4.62M Buy
62,146
+2,295
+4% +$175K 1.69% 11
2021
Q2 		$4.44M Buy
59,851
+1,982
+3% +$149K 1.72% 12
2021
Q1 		$4.16M Sell
57,869
-2,090
-3% -$148K 1.72% 12
2020
Q4 		$4.1M Buy
59,959
+1,064
+2% +$67.1K 1.88% 11
2020
Q3 		$3.47M Sell
58,895
-6,227
-10% -$357K 1.92% 11
2020
Q2 		$3.49M Buy
65,122
+509
+0.8% +$25.6K 1.94% 11
2020
Q1 		$2.9M Sell
64,613
-3,897
-6% -$217K 1.89% 14
2019
Q4 		$4.27M Buy
68,510
+1,112
+2% +$66.8K 2.08% 12
2019
Q3 		$3.86M Sell
67,398
-1,685
-2% -$95.2K 2.12% 12
2019
Q2 		$3.96M Buy
69,083
+678
+1% +$39.1K 2.24% 12
2019
Q1 		$3.93M Sell
68,405
-8,498
-11% -$476K 2.32% 12
2018
Q4 		$3.74M Buy
+76,903
New +$4.31M 2.43% 12

Other funds holding SCZ

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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Guidance Point Advisors's SCZ Position: Q3 2026 in Review

Guidance Point Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2% in Q3 2026, buying an estimated $28.9K and bringing the position to 17,641 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #35.

Guidance Point Advisors first reported a position in SCZ in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.63M in Q4 2021. 220 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Guidance Point Advisors held 17,641 shares of iShares MSCI EAFE Small-Cap ETF worth $1.49M as of Q3 2026.
  • Guidance Point Advisors bought 340 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $28.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.31% of Guidance Point Advisors's portfolio in Q3 2026, its #35 holding.
  • Guidance Point Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Guidance Point Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $4.63M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.