IFG Advisors
SCZ icon

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

IFG 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 		$8M Sell
94,816
-5,170
-5% -$440K 1.1% 18
2026
Q2 		$8.23M Sell
99,986
-5,493
-5% -$460K 1.13% 18
2026
Q1 		$8.27M Buy
105,479
+4,902
+5% +$399K 1.35% 18
2025
Q4 		$7.8M Buy
100,577
+6,265
+7% +$480K 1.3% 17
2025
Q3 		$7.24M Buy
94,312
+3,397
+4% +$254K 1.18% 18
2025
Q2 		$6.61M Buy
90,915
+10,468
+13% +$708K 1.11% 19
2025
Q1 		$5.11M Buy
80,447
+4,172
+5% +$264K 0.98% 22
2024
Q4 		$4.63M Buy
76,275
+7,591
+11% +$483K 0.92% 23
2024
Q3 		$4.65M Buy
68,684
+3,744
+6% +$241K 0.99% 20
2024
Q2 		$4M Buy
64,940
+3,841
+6% +$241K 0.95% 21
2024
Q1 		$3.87M Buy
61,099
+2,992
+5% +$183K 1% 17
2023
Q4 		$3.6M Buy
58,107
+856
+1% +$48.9K 1.06% 17
2023
Q3 		$3.23M Sell
57,251
-1,669
-3% -$98.5K 1.15% 17
2023
Q2 		$3.48M Sell
58,920
-2,291
-4% -$137K 1.23% 17
2023
Q1 		$3.64M Buy
61,211
+3,545
+6% +$210K 1.43% 16
2022
Q4 		$3.26M Buy
57,666
+17,534
+44% +$941K 1.42% 17
2022
Q3 		$1.96M Buy
40,132
+5,571
+16% +$305K 0.99% 19
2022
Q2 		$1.89M Buy
34,561
+4,622
+15% +$280K 0.95% 20
2022
Q1 		$1.99M Buy
29,939
+7,481
+33% +$508K 0.88% 19
2021
Q4 		$1.64M Buy
22,458
+3,865
+21% +$287K 0.7% 21
2021
Q3 		$1.38M Buy
18,593
+4,996
+37% +$380K 0.63% 22
2021
Q2 		$1.01M Buy
13,597
+4,940
+57% +$371K 0.48% 29
2021
Q1 		$622K Buy
8,657
+1,673
+24% +$119K 0.34% 43
2020
Q4 		$477K Buy
6,984
+834
+14% +$52.6K 0.3% 49
2020
Q3 		$358K Buy
6,150
+560
+10% +$32.1K 0.25% 55
2020
Q2 		$300K Sell
5,590
-312
-5% -$15.7K 0.24% 58
2020
Q1 		$265K Sell
5,902
-3,824
-39% -$213K 0.26% 59
2019
Q4 		$606K Buy
9,726
+593
+6% +$35.6K 0.5% 24
2019
Q3 		$523K Buy
+9,133
New +$516K 0.49% 25

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

IFG Advisors's SCZ Position: Q3 2026 in Review

IFG Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.2% in Q3 2026, selling an estimated $440K and leaving 94,816 shares worth $8M. The position accounts for 1.1% of the portfolio, ranked #18.

IFG Advisors first reported a position in SCZ in Q3 2019 and has held it in 29 quarters since. The position peaked at $8.27M in Q1 2026. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • IFG Advisors held 94,816 shares of iShares MSCI EAFE Small-Cap ETF worth $8M as of Q3 2026.
  • IFG Advisors sold 5,170 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $440K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.1% of IFG Advisors's portfolio in Q3 2026, its #18 holding.
  • IFG Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 29 quarters since.
  • IFG Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $8.27M in Q1 2026.
  • 334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

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