LWM
SCZ icon

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

LongView Wealth Management’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 		$363K Buy
4,414
+35
+0.8% +$2.93K 0.09% 153
2026
Q1 		$368K Buy
4,379
+207
+5% +$16.8K 0.09% 170
2025
Q4 		$336K Buy
4,172
+155
+4% +$11.9K 0.08% 183
2025
Q3 		$308K Buy
4,017
+221
+6% +$16.5K 0.08% 169
2025
Q2 		$276K Sell
3,796
-9,030
-70% -$611K 0.08% 177
2025
Q1 		$815K Buy
12,826
+533
+4% +$33.7K 0.24% 84
2024
Q4 		$747K Sell
12,293
-660
-5% -$42K 0.23% 87
2024
Q3 		$877K Buy
12,953
+24
+0.2% +$1.54K 0.28% 73
2024
Q2 		$797K Buy
12,929
+481
+4% +$30.2K 0.29% 73
2024
Q1 		$788K Buy
12,448
+82
+0.7% +$5.02K 0.31% 69
2023
Q4 		$752K Buy
+12,366
New +$706K 0.34% 67

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

LongView Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.8% in Q2 2026, buying an estimated $2.93K and bringing the position to 4,414 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #153.

LongView Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $877K in Q3 2024. 139 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • LongView Wealth Management held 4,414 shares of iShares MSCI EAFE Small-Cap ETF worth $363K as of Q2 2026.
  • LongView Wealth Management bought 35 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.93K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #153 holding.
  • LongView Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $877K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.