Harbor Asset Planning
SCZ icon

Harbor Asset Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Harbor Asset Planning’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 		$64.4K Hold
764
– – 0.05% 194
2026
Q2 		$62.8K Buy
764
+11
+1% +$921 0.05% 200
2026
Q1 		$59K Hold
753
– – 0.05% 195
2025
Q4 		$58.4K Buy
753
+15
+2% +$1.15K 0.05% 180
2025
Q3 		$56.7K Hold
738
– – 0.05% 176
2025
Q2 		$53.7K Buy
+738
New +$49.9K 0.05% 174

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Bear Mountain Capital
Bear Mountain Capital Seattle, Washington $358M AUM 7.49% 1-Year Est. Return

Harbor Asset Planning's SCZ Position: Q3 2026 in Review

Harbor Asset Planning held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 764 shares worth $64.4K. The position accounts for 0.05% of the portfolio, ranked #194.

Harbor Asset Planning first reported a position in SCZ in Q2 2025 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Harbor Asset Planning held 764 shares of iShares MSCI EAFE Small-Cap ETF worth $64.4K as of Q3 2026.
  • Harbor Asset Planning left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #194 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.