Latitude Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Latitude Advisors’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 Q2	$346K	Sell	4,201 -75	-2%	-$6.28K	0.14%	164
2026 Q1	$335K	Sell	4,276 -46	-1%	-$3.74K	0.15%	155
2025 Q4	$335K	Sell	4,322 -338	-7%	-$25.9K	0.15%	149
2025 Q3	$358K	Sell	4,660 -418	-8%	-$31.3K	0.16%	128
2025 Q2	$369K	Sell	5,078 -194	-4%	-$13.1K	0.19%	119
2025 Q1	$335K	Sell	5,272 -371	-7%	-$23.4K	0.19%	124
2024 Q4	$343K	Sell	5,643 -889	-14%	-$56.5K	0.19%	117
2024 Q3	$442K	Sell	6,532 -100	-2%	-$6.43K	0.25%	101
2024 Q2	$409K	Sell	6,632 -386	-6%	-$24.2K	0.25%	91
2024 Q1	$444K	Sell	7,018 -61	-0.9%	-$3.73K	0.28%	81
2023 Q4	$438K	Buy	7,079 +92	+1%	+$5.25K	0.31%	82
2023 Q3	$395K	Buy	6,987 +396	+6%	+$23.4K	0.28%	86
2023 Q2	$389K	Sell	6,591 -85	-1%	-$5.08K	0.27%	91
2023 Q1	$397K	Sell	6,676 -530	-7%	-$31.5K	0.29%	97
2022 Q4	$407K	Buy	7,206 +421	+6%	+$22.6K	0.31%	83
2022 Q3	$331K	Sell	6,785 -818	-11%	-$44.9K	0.27%	89
2022 Q2	$415K	Sell	7,603 -14,525	-66%	-$879K	0.38%	76
2022 Q1	$1.47M	Buy	22,128 +16,162	+271%	+$1.1M	0.33%	67
2021 Q4	$436K	Buy	5,966 +737	+14%	+$54.7K	0.12%	173
2021 Q3	$389K	Buy	+5,229	New	+$398K	0.12%	167
2021 Q2	–	Sell	-2,945	Closed	-$210K	–	180
2021 Q1	$210K	Buy	+2,945	New	+$209K	0.17%	149

Other funds holding SCZ

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Latitude Advisors's SCZ Position: Q2 2026 in Review

Latitude Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.8% in Q2 2026, selling an estimated $6.28K and leaving 4,201 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #164.

Latitude Advisors first reported a position in SCZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.47M in Q1 2022. 363 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Latitude Advisors held 4,201 shares of iShares MSCI EAFE Small-Cap ETF worth $346K as of Q2 2026.
Latitude Advisors sold 75 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $6.28K.
iShares MSCI EAFE Small-Cap ETF made up 0.14% of Latitude Advisors's portfolio in Q2 2026, its #164 holding.
Latitude Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Latitude Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.47M in Q1 2022.
363 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.