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Matthew Hamilton Rosenberg’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Matthew Hamilton Rosenberg’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 		$17.1K Hold
202
– – ﹤0.01% 576
2026
Q2 		$16.6K Buy
202
+172
+573% +$14.4K ﹤0.01% 572
2026
Q1 		$2.35K Buy
+30
New +$2.44K ﹤0.01% 721
2025
Q3 		– Sell
-49
Closed -$3.56K – 831
2025
Q2 		$3.56K Buy
+49
New +$3.32K ﹤0.01% 749

Other funds holding SCZ

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Matthew Hamilton Rosenberg's SCZ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 202 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Matthew Hamilton Rosenberg first reported a position in SCZ in Q2 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 202 shares of iShares MSCI EAFE Small-Cap ETF worth $17.1K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #576 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.