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 Q3	$1.66M	Hold	19,656	–	–	0.37%	40
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

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Intergy Private Wealth's SCZ Position: Q3 2026 in Review

Intergy Private Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 19,656 shares worth $1.66M. 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 17 quarters since. 155 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Intergy Private Wealth held 19,656 shares of iShares MSCI EAFE Small-Cap ETF worth $1.66M as of Q3 2026.
Intergy Private Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.37% of Intergy Private Wealth's portfolio in Q3 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 17 quarters since.
155 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.