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 Q3	$383K	Buy	4,535 +121	+3%	+$10.3K	0.09%	152
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

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

LongView Wealth Management's SCZ Position: Q3 2026 in Review

LongView Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.7% in Q3 2026, buying an estimated $10.3K and bringing the position to 4,535 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #152.

LongView Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $877K in Q3 2024. 196 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

LongView Wealth Management held 4,535 shares of iShares MSCI EAFE Small-Cap ETF worth $383K as of Q3 2026.
LongView Wealth Management bought 121 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $10.3K.
iShares MSCI EAFE Small-Cap ETF made up 0.09% of LongView Wealth Management's portfolio in Q3 2026, its #152 holding.
LongView Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $877K in Q3 2024.
196 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.