LPWM LLC
SCZ icon

LPWM LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

LPWM LLC’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 		$294K Sell
3,481
-8
-0.2% -$680 0.06% 84
2026
Q2 		$287K Buy
3,489
+173
+5% +$14.5K 0.06% 83
2026
Q1 		$260K Sell
3,316
-1
-0% -$81 0.07% 84
2025
Q4 		$257K Hold
3,317
– – 0.06% 79
2025
Q3 		$254K Sell
3,317
-19
-0.6% -$1.42K 0.07% 75
2025
Q2 		$242K Sell
3,336
-368
-10% -$24.9K 0.07% 77
2025
Q1 		$235K Sell
3,704
-17
-0.5% -$1.07K 0.08% 76
2024
Q4 		$226K Sell
3,721
-220
-6% -$14K 0.07% 74
2024
Q3 		$261K Sell
3,941
-2
-0.1% -$129 0.09% 70
2024
Q2 		$247K Sell
3,943
-89
-2% -$5.58K 0.09% 65
2024
Q1 		$252K Sell
4,032
-275
-6% -$16.8K 0.09% 64
2023
Q4 		$261K Buy
4,307
+158
+4% +$9.02K 0.1% 60
2023
Q3 		$230K Buy
4,149
+148
+4% +$8.73K 0.1% 60
2023
Q2 		$236K Sell
4,001
-26
-0.6% -$1.56K 0.1% 61
2023
Q1 		$240K Buy
4,027
+347
+9% +$20.6K 0.12% 56
2022
Q4 		$215K Sell
3,680
-475
-11% -$25.5K 0.12% 56
2022
Q3 		$203K Sell
4,155
-289
-7% -$15.8K 0.12% 57
2022
Q2 		$243K Buy
4,444
+4
+0.1% +$242 0.14% 55
2022
Q1 		$290K Sell
4,440
-64
-1% -$4.35K 0.14% 56
2021
Q4 		$329K Buy
4,504
+205
+5% +$15.2K 0.17% 52
2021
Q3 		$321K Buy
4,299
+80
+2% +$6.09K 0.19% 46
2021
Q2 		$317K Buy
4,219
+104
+3% +$7.8K 0.19% 46
2021
Q1 		$300K Buy
4,115
+425
+12% +$30.2K 0.2% 44
2020
Q4 		$252K Buy
3,690
+141
+4% +$8.9K 0.19% 48
2020
Q3 		$211K Buy
+3,549
New +$203K 0.17% 48

Other funds holding SCZ

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

LPWM LLC's SCZ Position: Q3 2026 in Review

LPWM LLC reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.23% in Q3 2026, selling an estimated $680 and leaving 3,481 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #84.

LPWM LLC first reported a position in SCZ in Q3 2020 and has held it in 25 quarters since. The position peaked at $329K in Q4 2021. 219 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • LPWM LLC held 3,481 shares of iShares MSCI EAFE Small-Cap ETF worth $294K as of Q3 2026.
  • LPWM LLC sold 8 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $680.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of LPWM LLC's portfolio in Q3 2026, its #84 holding.
  • LPWM LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • LPWM LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $329K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.