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

McAdam 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 		$656K Buy
7,771
+249
+3% +$21.2K 0.02% 236
2026
Q2 		$619K Sell
7,522
-1,555
-17% -$130K 0.02% 238
2026
Q1 		$712K Sell
9,077
-1,788
-16% -$145K 0.03% 199
2025
Q4 		$842K Buy
10,865
+230
+2% +$17.6K 0.04% 171
2025
Q3 		$816K Sell
10,635
-208
-2% -$15.6K 0.04% 158
2025
Q2 		$788K Sell
10,843
-731
-6% -$49.5K 0.04% 154
2025
Q1 		$735K Sell
11,574
-12,941
-53% -$817K 0.05% 146
2024
Q4 		$1.49M Sell
24,515
-1,282
-5% -$81.5K 0.08% 111
2024
Q3 		$1.75M Sell
25,797
-542
-2% -$34.9K 0.1% 101
2024
Q2 		$1.62M Sell
26,339
-617
-2% -$38.7K 0.1% 91
2024
Q1 		$1.71M Sell
26,956
-203
-0.7% -$12.4K 0.11% 89
2023
Q4 		$1.68M Sell
27,159
-514
-2% -$29.4K 0.12% 85
2023
Q3 		$1.56M Sell
27,673
-423
-2% -$25K 0.13% 85
2023
Q2 		$1.66M Sell
28,096
-291
-1% -$17.4K 0.14% 86
2023
Q1 		$1.69M Buy
28,387
+566
+2% +$33.6K 0.15% 89
2022
Q4 		$2.03M Sell
27,821
-608
-2% -$32.6K 0.2% 59
2022
Q3 		$1.39M Buy
28,429
+1,435
+5% +$78.7K 0.15% 85
2022
Q2 		$1.47M Sell
26,994
-628
-2% -$38K 0.16% 83
2022
Q1 		$1.83M Sell
27,622
-199
-0.7% -$13.5K 0.17% 67
2021
Q4 		$2.03M Sell
27,821
-1,699
-6% -$126K 0.2% 59
2021
Q3 		$2.2M Sell
29,520
-271
-0.9% -$20.6K 0.24% 52
2021
Q2 		$2.26M Buy
29,791
+231
+0.8% +$17.3K 0.26% 53
2021
Q1 		$2.12M Sell
29,560
-24
-0.1% -$1.7K 0.3% 47
2020
Q4 		$2.06M Sell
29,584
-711
-2% -$44.9K 0.31% 46
2020
Q3 		$1.79M Buy
30,295
+1,739
+6% +$100K 0.34% 39
2020
Q2 		$1.53M Buy
28,556
+20,894
+273% +$1.05M 0.33% 41
2020
Q1 		$343K Buy
+7,662
New +$426K 0.09% 65
2018
Q4 		– Sell
-66
Closed -$4K – 505
2018
Q3 		$4K Hold
66
– – ﹤0.01% 446
2018
Q2 		$4K Buy
+66
New +$4.32K ﹤0.01% 433

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
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
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

McAdam LLC's SCZ Position: Q3 2026 in Review

McAdam LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.3% in Q3 2026, buying an estimated $21.2K and bringing the position to 7,771 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #236.

McAdam LLC first reported a position in SCZ in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.26M in Q2 2021. 309 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • McAdam LLC held 7,771 shares of iShares MSCI EAFE Small-Cap ETF worth $656K as of Q3 2026.
  • McAdam LLC bought 249 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $21.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #236 holding.
  • McAdam LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • McAdam LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $2.26M in Q2 2021.
  • 309 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.