HWP
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Highline Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Highline Wealth Partners’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 		$147K Buy
1,787
+21
+1% +$1.76K 0.03% 133
2026
Q1 		$138K Sell
1,766
-277
-14% -$22.5K 0.04% 102
2025
Q4 		$158K Buy
2,043
+43
+2% +$3.3K 0.04% 74
2025
Q3 		$153K Hold
2,000
– – 0.04% 109
2025
Q2 		$145K Buy
2,000
+26
+1% +$1.76K 0.04% 105
2025
Q1 		$125K Buy
1,974
+95
+5% +$6K 0.04% 102
2024
Q4 		$114K Buy
1,879
+38
+2% +$2.42K 0.04% 104
2024
Q3 		$125K Hold
1,841
– – 0.04% 107
2024
Q2 		$114K Buy
1,841
+86
+5% +$5.39K 0.04% 109
2024
Q1 		$111K Sell
1,755
-100
-5% -$6.12K 0.05% 107
2023
Q4 		$115K Buy
1,855
+375
+25% +$21.4K 0.06% 105
2023
Q3 		$83.6K Hold
1,480
– – 0.05% 105
2023
Q2 		$87.3K Buy
1,480
+23
+2% +$1.38K 0.06% 101
2023
Q1 		$86.7K Hold
1,457
– – 0.06% 97
2022
Q4 		$82.3K Hold
1,457
– – 0.06% 103
2022
Q3 		$71.1K Buy
+1,457
New +$79.9K 0.06% 96

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Highline Wealth Partners's SCZ Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,787 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #133.

Highline Wealth Partners first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $158K in Q4 2025. 165 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Highline Wealth Partners held 1,787 shares of iShares MSCI EAFE Small-Cap ETF worth $147K as of Q2 2026.
  • Highline Wealth Partners bought 21 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.76K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Highline Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $158K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.