Highline Wealth Partners
SCZ icon

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
Q3 		$132K Sell
1,565
-222
-12% -$18.9K 0.03% 158
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

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

Highline Wealth Partners's SCZ Position: Q3 2026 in Review

Highline Wealth Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q3 2026, selling an estimated $18.9K and leaving 1,565 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #158.

Highline Wealth Partners first reported a position in SCZ in Q3 2022 and has held it in 17 quarters since. The position peaked at $158K in Q4 2025. 201 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Highline Wealth Partners held 1,565 shares of iShares MSCI EAFE Small-Cap ETF worth $132K as of Q3 2026.
  • Highline Wealth Partners sold 222 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $18.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Highline Wealth Partners's portfolio in Q3 2026, its #158 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $158K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.