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

KFA Private Wealth Group’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 		$396K Sell
4,691
-353
-7% -$30K 0.09% 97
2026
Q2 		$415K Buy
5,044
+977
+24% +$81.8K 0.1% 95
2026
Q1 		$319K Sell
4,067
-276
-6% -$22.4K 0.08% 125
2025
Q4 		$337K Sell
4,343
-41
-0.9% -$3.14K 0.08% 110
2025
Q3 		$336K Sell
4,384
-282
-6% -$21.1K 0.1% 96
2025
Q2 		$339K Buy
4,666
+137
+3% +$9.27K 0.11% 96
2025
Q1 		$288K Buy
4,529
+144
+3% +$9.1K 0.1% 89
2024
Q4 		$266K Buy
4,385
+263
+6% +$16.7K 0.11% 74
2024
Q3 		$279K Sell
4,122
-75
-2% -$4.83K 0.13% 67
2024
Q2 		$259K Sell
4,197
-3,913
-48% -$245K 0.13% 67
2024
Q1 		$514K Sell
8,110
-65
-0.8% -$3.98K 0.16% 58
2023
Q4 		$506K Sell
8,175
-169
-2% -$9.7K 0.18% 47
2023
Q3 		$471K Hold
8,344
– – 0.2% 44
2023
Q2 		$492K Buy
8,344
+81
+1% +$4.84K 0.2% 43
2023
Q1 		$492K Buy
8,263
+2,331
+39% +$138K 0.22% 40
2022
Q4 		$335K Sell
5,932
-2,735
-32% -$147K 0.17% 46
2022
Q3 		$423K Sell
8,667
-34
-0.4% -$1.86K 0.23% 39
2022
Q2 		$475K Buy
8,701
+80
+0.9% +$4.84K 0.26% 37
2022
Q1 		$572K Buy
8,621
+128
+2% +$8.69K 0.29% 39
2021
Q4 		$621K Buy
8,493
+867
+11% +$64.4K 0.31% 36
2021
Q3 		$567K Buy
7,626
+742
+11% +$56.5K 0.31% 36
2021
Q2 		$510K Sell
6,884
-2,583
-27% -$194K 0.28% 40
2021
Q1 		$680K Buy
9,467
+289
+3% +$20.5K 0.4% 30
2020
Q4 		$627K Sell
9,178
-105
-1% -$6.63K 0.4% 32
2020
Q3 		$548K Buy
9,283
+2,671
+40% +$153K 0.41% 31
2020
Q2 		$355K Sell
6,612
-2,880
-30% -$145K 0.34% 36
2020
Q1 		$426K Buy
9,492
+937
+11% +$52.1K 0.5% 27
2019
Q4 		$533K Buy
+8,555
New +$514K 0.49% 26

Other funds holding SCZ

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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
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
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

KFA Private Wealth Group's SCZ Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7% in Q3 2026, selling an estimated $30K and leaving 4,691 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #97.

KFA Private Wealth Group first reported a position in SCZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $680K in Q1 2021. 165 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • KFA Private Wealth Group held 4,691 shares of iShares MSCI EAFE Small-Cap ETF worth $396K as of Q3 2026.
  • KFA Private Wealth Group sold 353 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $30K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #97 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's iShares MSCI EAFE Small-Cap ETF position peaked at $680K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.