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

LAM 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	$773K	Hold	9,155	–	–	0.39%	57
2026 Q2	$753K	Hold	9,155	–	–	0.37%	58
2026 Q1	$718K	Hold	9,155	–	–	0.39%	56
2025 Q4	$710K	Hold	9,155	–	–	0.41%	57
2025 Q3	$702K	Hold	9,155	–	–	0.44%	53
2025 Q2	$665K	Hold	9,155	–	–	0.44%	53
2025 Q1	$582K	Hold	9,155	–	–	0.43%	52
2024 Q4	$556K	Hold	9,155	–	–	0.4%	54
2024 Q3	$620K	Sell	9,155 -190	-2%	-$12.2K	0.44%	54
2024 Q2	$576K	Sell	9,345 -5	-0.1%	-$313	0.49%	49
2024 Q1	$592K	Sell	9,350 -5	-0.1%	-$306	0.48%	50
2023 Q4	$579K	Sell	9,355 -395	-4%	-$22.6K	0.53%	44
2023 Q3	$551K	Sell	9,750 -5	-0.1%	-$295	0.54%	42
2023 Q2	$575K	Sell	9,755 -5	-0.1%	-$299	0.54%	40
2023 Q1	$581K	Sell	9,760 -25	-0.3%	-$1.48K	0.57%	37
2022 Q4	$553K	Buy	+9,785	New	+$525K	0.57%	36

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

LAM Group's SCZ Position: Q3 2026 in Review

LAM Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 9,155 shares worth $773K. The position accounts for 0.39% of the portfolio, ranked #57.

LAM Group first reported a position in SCZ in Q4 2022 and has held it in 16 quarters since. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

LAM Group held 9,155 shares of iShares MSCI EAFE Small-Cap ETF worth $773K as of Q3 2026.
LAM Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.39% of LAM Group's portfolio in Q3 2026, its #57 holding.
LAM Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.