Kingsview Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.39M Buy
29,095
+369
+1% +$30.9K 0.03% 519
2026
Q1
$2.25M Buy
28,726
+4,134
+17% +$336K 0.03% 486
2025
Q4
$1.91M Sell
24,592
-70,520
-74% -$5.41M 0.03% 483
2025
Q3
$7.3M Buy
95,112
+80,363
+545% +$6.01M 0.11% 193
2025
Q2
$1.07M Buy
14,749
+2
+0% +$135 0.02% 565
2025
Q1
$937K Buy
14,747
+35
+0.2% +$2.21K 0.02% 557
2024
Q4
$894K Buy
14,712
+5,694
+63% +$362K 0.02% 579
2024
Q3
$610K Buy
9,018
+978
+12% +$62.9K 0.01% 650
2024
Q2
$496K Buy
8,040
+407
+5% +$25.5K 0.01% 687
2024
Q1
$483K Buy
7,633
+159
+2% +$9.72K 0.01% 671
2023
Q4
$463K Sell
7,474
-6,096
-45% -$348K 0.01% 652
2023
Q3
$766K Buy
13,570
+5,667
+72% +$334K 0.03% 505
2023
Q2
$466K Buy
7,903
+2,140
+37% +$128K 0.02% 614
2023
Q1
$343K Sell
5,763
-537
-9% -$31.9K 0.01% 669
2022
Q4
$356K Buy
6,300
+172
+3% +$9.23K 0.02% 610
2022
Q3
$299K Buy
6,128
+35
+0.6% +$1.92K 0.01% 641
2022
Q2
$333K Buy
6,093
+1,805
+42% +$109K 0.02% 630
2022
Q1
$284K Buy
4,288
+202
+5% +$13.7K 0.01% 716
2021
Q4
$299K Buy
4,086
+1,163
+40% +$86.4K 0.01% 732
2021
Q3
$218K Sell
2,923
-371
-11% -$28.2K 0.01% 782
2021
Q2
$244K Sell
3,294
-62
-2% -$4.65K 0.01% 770
2021
Q1
$245K Sell
3,356
-514
-13% -$36.5K 0.01% 702
2020
Q4
$265K Sell
3,870
-87
-2% -$5.49K 0.02% 580
2020
Q3
$233K Sell
3,957
-111
-3% -$6.36K 0.02% 536
2020
Q2
$218K Buy
+4,068
New +$205K 0.02% 513
2020
Q1
Sell
-7,961
Closed -$496K 568
2019
Q4
$496K Sell
7,961
-1,014
-11% -$60.9K 0.06% 283
2019
Q3
$514K Buy
8,975
+1,538
+21% +$86.9K 0.08% 249
2019
Q2
$427K Sell
7,437
-122
-2% -$7.04K 0.07% 268
2019
Q1
$434K Buy
7,559
+457
+6% +$25.6K 0.07% 285
2018
Q4
$368K Buy
7,102
+116
+2% +$6.5K 0.08% 251
2018
Q3
$435K Buy
6,986
+2,465
+55% +$154K 0.09% 239
2018
Q2
$284K Sell
4,521
-497
-10% -$32.5K 0.07% 269
2018
Q1
$327K Sell
5,018
-165
-3% -$10.9K 0.08% 250
2017
Q4
$334K Buy
5,183
+106
+2% +$6.67K 0.12% 230
2017
Q3
$315K Buy
5,077
+1,085
+27% +$64.9K 0.14% 206
2017
Q2
$231K Buy
+3,992
New +$227K 0.12% 220

Other funds holding SCZ

Kingsview Wealth Management's SCZ Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.3% in Q2 2026, buying an estimated $30.9K and bringing the position to 29,095 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #519.

Kingsview Wealth Management first reported a position in SCZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.3M in Q3 2025. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Kingsview Wealth Management held 29,095 shares of iShares MSCI EAFE Small-Cap ETF worth $2.39M as of Q2 2026.
  • Kingsview Wealth Management bought 369 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • Kingsview Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $7.3M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.