Kingdom Financial Group
SCZ icon

Kingdom Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kingdom Financial 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 		$127 Sell
2
-1
-33% -$85 ﹤0.01% 889
2026
Q2 		$231 Sell
3
-1
-25% -$84 ﹤0.01% 768
2026
Q1 		$330 Hold
4
– – ﹤0.01% 778
2025
Q4 		$326 Buy
+4
New +$307 ﹤0.01% 671

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kingdom Financial Group's SCZ Position: Q3 2026 in Review

Kingdom Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 33% in Q3 2026, selling an estimated $85 and leaving 2 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Kingdom Financial Group first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $330 in Q1 2026. 527 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Kingdom Financial Group held 2 shares of iShares MSCI EAFE Small-Cap ETF worth $127 as of Q3 2026.
  • Kingdom Financial Group sold 1 iShares MSCI EAFE Small-Cap ETF share in Q3 2026, an estimated $85.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q3 2026, its #889 holding.
  • Kingdom Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $330 in Q1 2026.
  • 527 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.