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

Integrated Advisors Network’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 		$467K Buy
5,532
+68
+1% +$5.78K 0.02% 484
2026
Q2 		$450K Buy
5,464
+93
+2% +$7.79K 0.02% 482
2026
Q1 		$421K Sell
5,371
-137
-2% -$11.1K 0.02% 491
2025
Q4 		$427K Sell
5,508
-315
-5% -$24.1K 0.02% 511
2025
Q3 		$447K Buy
5,823
+7
+0.1% +$524 0.02% 528
2025
Q2 		$423K Sell
5,816
-355
-6% -$24K 0.02% 535
2025
Q1 		$392K Hold
6,171
– – 0.02% 521
2024
Q4 		$375K Sell
6,171
-2
-0% -$127 0.02% 520
2024
Q3 		$418K Buy
6,173
+83
+1% +$5.34K 0.02% 520
2024
Q2 		$375K Buy
6,090
+82
+1% +$5.14K 0.02% 526
2024
Q1 		$380K Sell
6,008
-64
-1% -$3.92K 0.02% 535
2023
Q4 		$376K Sell
6,072
-65
-1% -$3.71K 0.02% 502
2023
Q3 		$347K Sell
6,137
-1,158
-16% -$68.3K 0.02% 512
2023
Q2 		$430K Sell
7,295
-98
-1% -$5.86K 0.02% 471
2023
Q1 		$440K Sell
7,393
-1,263
-15% -$75K 0.03% 469
2022
Q4 		$489K Sell
8,656
-125
-1% -$6.71K 0.03% 419
2022
Q3 		$428K Buy
8,781
+227
+3% +$12.4K 0.03% 428
2022
Q2 		$467K Sell
8,554
-1,018
-11% -$61.6K 0.03% 440
2022
Q1 		$635K Sell
9,572
-51,983
-84% -$3.53M 0.04% 379
2021
Q4 		$4.5M Buy
61,555
+5,908
+11% +$439K 0.27% 97
2021
Q3 		$4.14M Sell
55,647
-11,964
-18% -$911K 0.27% 97
2021
Q2 		$5.01M Buy
67,611
+14,749
+28% +$1.11M 0.37% 60
2021
Q1 		$3.8M Buy
52,862
+44,815
+557% +$3.18M 0.35% 75
2020
Q4 		$550K Buy
8,047
+352
+5% +$22.2K 0.06% 271
2020
Q3 		$454K Buy
+7,695
New +$441K 0.06% 272
2020
Q1 		– Sell
-3,786
Closed -$236K – 437
2019
Q4 		$236K Buy
+3,786
New +$227K 0.03% 365

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Integrated Advisors Network's SCZ Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.2% in Q3 2026, buying an estimated $5.78K and bringing the position to 5,532 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #484.

Integrated Advisors Network first reported a position in SCZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.01M in Q2 2021. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Integrated Advisors Network held 5,532 shares of iShares MSCI EAFE Small-Cap ETF worth $467K as of Q3 2026.
  • Integrated Advisors Network bought 68 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $5.78K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #484 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares MSCI EAFE Small-Cap ETF position peaked at $5.01M in Q2 2021.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.