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

IFG Advisory’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	$28.7K	Hold	340	–	–	﹤0.01%	1506
2026 Q2	$28K	Buy	+340	New	+$28.5K	﹤0.01%	1531
2022 Q4	–	Sell	-41,696	Closed	-$2.03M	–	533
2022 Q3	$2.03M	Buy	+41,696	New	+$2.29M	0.18%	117
2021 Q2	–	Sell	-2,844	Closed	-$204K	–	510
2021 Q1	$204K	Buy	+2,844	New	+$202K	0.03%	466
2020 Q4	–	Sell	-4,345	Closed	-$256K	–	456
2020 Q3	$256K	Sell	4,345 -10	-0.2%	-$573	0.04%	351
2020 Q2	$233K	Sell	4,355 -1,661	-28%	-$83.7K	0.04%	351
2020 Q1	$269K	Buy	6,016 +326	+6%	+$18.1K	0.06%	291
2019 Q4	$354K	Hold	5,690	–	–	0.06%	288
2019 Q3	$325K	Buy	+5,690	New	+$322K	0.06%	287

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

IFG Advisory's SCZ Position: Q3 2026 in Review

IFG Advisory held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 340 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

IFG Advisory first reported a position in SCZ in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.03M in Q3 2022. 515 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

IFG Advisory held 340 shares of iShares MSCI EAFE Small-Cap ETF worth $28.7K as of Q3 2026.
IFG Advisory left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1506 holding.
IFG Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 9 quarters since.
IFG Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $2.03M in Q3 2022.
515 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.