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

Main Street 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 Q2	–	Sell	-87	Closed	-$6.82K	–	885
2026 Q1	$6.82K	Buy	+87	New	+$7.07K	﹤0.01%	597
2025 Q4	–	Sell	-90	Closed	-$6.91K	–	504
2025 Q3	$6.91K	Hold	90	–	–	﹤0.01%	570
2025 Q2	$6.54K	Hold	90	–	–	﹤0.01%	541
2025 Q1	$5.72K	Hold	90	–	–	﹤0.01%	573
2024 Q4	$5.47K	Hold	90	–	–	﹤0.01%	578
2024 Q3	$6.09K	Hold	90	–	–	﹤0.01%	569
2024 Q2	$5.53K	Sell	90 -27	-23%	-$1.69K	﹤0.01%	617
2024 Q1	$7.38K	Hold	117	–	–	﹤0.01%	591
2023 Q4	$7.24K	Buy	+117	New	+$6.68K	﹤0.01%	889

Other funds holding SCZ

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return