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Intergy Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Intergy Private Wealth’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 		$1.62M Hold
19,656
– – 0.37% 40
2026
Q1 		$1.54M Hold
19,656
– – 0.45% 31
2025
Q4 		$1.52M Sell
19,656
-55
-0.3% -$4.22K 0.46% 31
2025
Q3 		$1.51M Sell
19,711
-366
-2% -$27.4K 0.47% 31
2025
Q2 		$1.46M Sell
20,077
-320
-2% -$21.7K 0.5% 31
2025
Q1 		$1.3M Hold
20,397
– – 0.49% 30
2024
Q4 		$1.24M Buy
20,397
+3
+0% +$191 0.46% 33
2024
Q3 		$1.38M Sell
20,394
-273
-1% -$17.6K 0.53% 29
2024
Q2 		$1.27M Buy
20,667
+3
+0% +$188 0.53% 29
2024
Q1 		$1.31M Hold
20,664
– – 0.54% 32
2023
Q4 		$1.28M Sell
20,664
-68
-0.3% -$3.88K 0.55% 30
2023
Q3 		$1.17M Sell
20,732
-349
-2% -$20.6K 0.59% 29
2023
Q2 		$1.24M Sell
21,081
-183
-0.9% -$10.9K 0.61% 31
2023
Q1 		$1.27M Sell
21,264
-174
-0.8% -$10.3K 0.71% 29
2022
Q4 		$1.21M Sell
21,438
-399
-2% -$21.4K 0.76% 28
2022
Q3 		$1.06M Buy
+21,837
New +$1.2M 0.76% 30

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

Intergy Private Wealth's SCZ Position: Q2 2026 in Review

Intergy Private Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 19,656 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #40.

Intergy Private Wealth first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Intergy Private Wealth held 19,656 shares of iShares MSCI EAFE Small-Cap ETF worth $1.62M as of Q2 2026.
  • Intergy Private Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.37% of Intergy Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Intergy Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.