HHGA
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Halbert Hargrove Global Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Halbert Hargrove Global 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 		$30.4M Sell
369,979
-5,085
-1% -$426K 1.32% 13
2026
Q1 		$29.4M Sell
375,064
-7,824
-2% -$636K 1.42% 13
2025
Q4 		$29.7M Sell
382,888
-2,281
-0.6% -$175K 1.41% 13
2025
Q3 		$29.6M Sell
385,169
-13,384
-3% -$1M 1.43% 13
2025
Q2 		$29M Sell
398,553
-22,337
-5% -$1.51M 1.51% 13
2025
Q1 		$26.7M Sell
420,890
-30,943
-7% -$1.95M 1.51% 12
2024
Q4 		$27.4M Sell
451,833
-12,211
-3% -$777K 1.53% 12
2024
Q3 		$31.4M Sell
464,044
-74,860
-14% -$4.82M 1.72% 12
2024
Q2 		$33.2M Sell
538,904
-67,130
-11% -$4.21M 1.93% 12
2024
Q1 		$38.4M Sell
606,034
-17,207
-3% -$1.05M 2.51% 10
2023
Q4 		$38.6M Buy
623,241
+25,063
+4% +$1.43M 2.65% 10
2023
Q3 		$33.8M Buy
598,178
+5,736
+1% +$338K 2.52% 10
2023
Q2 		$34.9M Buy
592,442
+1,025
+0.2% +$61.3K 2.55% 10
2023
Q1 		$35.2M Sell
591,417
-2,223
-0.4% -$132K 2.38% 11
2022
Q4 		$33.5M Sell
593,640
-1,691
-0.3% -$90.8K 2.4% 12
2022
Q3 		$29M Buy
595,331
+4,375
+0.7% +$240K 2.24% 12
2022
Q2 		$32.3M Sell
590,956
-1,990
-0.3% -$120K 2.39% 12
2022
Q1 		$39.3M Buy
592,946
+11,605
+2% +$788K 2.6% 12
2021
Q4 		$42.5M Buy
581,341
+9,047
+2% +$672K 2.7% 11
2021
Q3 		$42.6M Sell
572,294
-36,865
-6% -$2.81M 2.96% 10
2021
Q2 		$45.2M Sell
609,159
-2,998
-0.5% -$225K 2.96% 10
2021
Q1 		$44M Sell
612,157
-4,400
-0.7% -$312K 3.16% 10
2020
Q4 		$42.1M Sell
616,557
-1,103
-0.2% -$69.6K 3.19% 10
2020
Q3 		$36.4M Buy
617,660
+335,566
+119% +$19.2M 3.5% 9
2020
Q2 		$15.1M Buy
282,094
+7,071
+3% +$356K 2.22% 10
2020
Q1 		$12.3M Buy
+275,023
New +$15.3M 2.15% 10
2017
Q1 		– Sell
-4,229
Closed -$211K – 85
2016
Q4 		$211K Sell
4,229
-1,639
-28% -$82.7K 0.06% 68
2016
Q3 		$308K Sell
5,868
-219
-4% -$11.1K 0.09% 46
2016
Q2 		$294K Sell
6,087
-11,117
-65% -$558K 0.08% 53
2016
Q1 		$857K Buy
17,204
+1,567
+10% +$73.7K 0.31% 17
2015
Q4 		$781K Sell
15,637
-6,944
-31% -$347K 0.34% 23
2015
Q3 		$1.08M Sell
22,581
-3,820
-14% -$191K 0.53% 14
2015
Q2 		$1.35M Sell
26,401
-20,117
-43% -$1.05M 0.33% 20
2015
Q1 		$2.3M Sell
46,518
-27,676
-37% -$1.34M 0.74% 5
2014
Q4 		$3.47M Sell
74,194
-18,743
-20% -$884K 1.73% 4
2014
Q3 		$4.51M Sell
92,937
-736,681
-89% -$37.6M 1.24% 8
2014
Q2 		$43.9M Sell
829,618
-18,204
-2% -$951K 13.22% 3
2014
Q1 		$44.3M Sell
847,822
-3,168
-0.4% -$162K 13.6% 3
2013
Q4 		$43.4M Sell
850,990
-7,132
-0.8% -$354K 13.4% 3
2013
Q3 		$41.6M Buy
858,122
+12,500
+1% +$574K 13.8% 3
2013
Q2 		$35.5M Buy
+845,622
New +$37.4M 12.99% 3

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Halbert Hargrove Global Advisors's SCZ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, selling an estimated $426K and leaving 369,979 shares worth $30.4M. The position accounts for 1.32% of the portfolio, ranked #13.

Halbert Hargrove Global Advisors first reported a position in SCZ in Q2 2013 and has held it in 41 quarters since. The position peaked at $45.2M in Q2 2021. 375 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 369,979 shares of iShares MSCI EAFE Small-Cap ETF worth $30.4M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 5,085 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $426K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.32% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #13 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • Halbert Hargrove Global Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $45.2M in Q2 2021.
  • 375 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.