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

Maltin 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	$232K	Hold	2,747	–	–	0.08%	136
2026 Q2	$226K	Sell	2,747 -653	-19%	-$54.7K	0.08%	137
2026 Q1	$267K	Hold	3,400	–	–	0.1%	111
2025 Q4	$264K	Buy	3,400 +65	+2%	+$4.98K	0.1%	115
2025 Q3	$256K	Hold	3,335	–	–	0.11%	115
2025 Q2	$242K	Buy	+3,335	New	+$226K	0.11%	115
2020 Q1	–	Sell	-37,852	Closed	-$2.36M	–	124
2019 Q4	$2.36M	Buy	+37,852	New	+$2.27M	1.52%	23

Other funds holding SCZ

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

FCBT

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

RFA

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

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

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

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

Maltin Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 2,747 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #136.

Maltin Wealth Management first reported a position in SCZ in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2019. 95 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Maltin Wealth Management held 2,747 shares of iShares MSCI EAFE Small-Cap ETF worth $232K as of Q3 2026.
Maltin Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Maltin Wealth Management's portfolio in Q3 2026, its #136 holding.
Maltin Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Maltin Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.36M in Q4 2019.
95 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

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