Mather Group
SCZ icon

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

Mather 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
Q3 		$879K Buy
10,411
+736
+8% +$62.6K 0.01% 407
2026
Q2 		$796K Sell
9,675
-477
-5% -$39.9K 0.01% 426
2026
Q1 		$796K Buy
10,152
+557
+6% +$45.3K 0.01% 378
2025
Q4 		$744K Buy
9,595
+8
+0.1% +$613 0.01% 333
2025
Q3 		$736K Sell
9,587
-341
-3% -$25.5K 0.01% 330
2025
Q2 		$722K Buy
9,928
+2
+0% +$135 0.01% 322
2025
Q1 		$631K Sell
9,926
-27
-0.3% -$1.71K 0.01% 333
2024
Q4 		$605K Sell
9,953
-239
-2% -$15.2K 0.01% 317
2024
Q3 		$690K Sell
10,192
-138
-1% -$8.88K 0.01% 297
2024
Q2 		$654K Sell
10,330
-271
-3% -$17K 0.01% 362
2024
Q1 		$656K Hold
10,601
– – 0.01% 287
2023
Q4 		$656K Sell
10,601
-51
-0.5% -$2.91K 0.01% 295
2023
Q3 		$602K Sell
10,652
-188
-2% -$11.1K 0.01% 289
2023
Q2 		$639K Sell
10,840
-147
-1% -$8.79K 0.01% 302
2023
Q1 		$654K Sell
10,987
-355
-3% -$21.1K 0.01% 276
2022
Q4 		$641K Sell
11,342
-47,665
-81% -$2.56M 0.01% 276
2022
Q3 		$2.88M Sell
59,007
-24,426
-29% -$1.34M 0.06% 106
2022
Q2 		$4.56M Buy
83,433
+79,109
+1,830% +$4.79M 0.1% 80
2022
Q1 		$287K Sell
4,324
-6,132
-59% -$416K 0.01% 348
2021
Q4 		$764K Buy
+10,456
New +$776K 0.02% 173

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

Mather Group's SCZ Position: Q3 2026 in Review

Mather Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.6% in Q3 2026, buying an estimated $62.6K and bringing the position to 10,411 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #407.

Mather Group first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.56M in Q2 2022. 219 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Mather Group held 10,411 shares of iShares MSCI EAFE Small-Cap ETF worth $879K as of Q3 2026.
  • Mather Group bought 736 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $62.6K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #407 holding.
  • Mather Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Mather Group's iShares MSCI EAFE Small-Cap ETF position peaked at $4.56M in Q2 2022.
  • 219 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.