MF
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Meridian Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Meridian Financial’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 		$310K Hold
3,675
– – 0.15% 116
2026
Q2 		$302K Sell
3,675
-299
-8% -$25K 0.15% 115
2026
Q1 		$312K Sell
3,974
-500
-11% -$40.7K 0.17% 105
2025
Q4 		$347K Sell
4,474
-198
-4% -$15.2K 0.19% 97
2025
Q3 		$358K Sell
4,672
-400
-8% -$29.9K 0.2% 93
2025
Q2 		$369K Buy
5,072
+2
+0% +$135 0.24% 84
2025
Q1 		$322K Buy
5,070
+1
+0% +$63 0.23% 86
2024
Q4 		$308K Buy
5,069
+2
+0% +$127 0.21% 87
2024
Q3 		$343K Sell
5,067
-1
-0% -$64 0.23% 86
2024
Q2 		$312K Buy
5,068
+2
+0% +$125 0.23% 86
2024
Q1 		$321K Hold
5,066
– – 0.24% 84
2023
Q4 		$314K Buy
5,066
+2
+0% +$114 0.25% 75
2023
Q3 		$286K Sell
5,064
-356
-7% -$21K 0.27% 71
2023
Q2 		$320K Buy
5,420
+11
+0.2% +$658 0.29% 65
2023
Q1 		$322K Hold
5,409
– – 0.31% 65
2022
Q4 		$306K Sell
5,409
-200
-4% -$10.7K 0.32% 63
2022
Q3 		$274K Hold
5,609
– – 0.32% 63
2022
Q2 		$306K Buy
5,609
+13
+0.2% +$787 0.34% 63
2022
Q1 		$371K Buy
5,596
+100
+2% +$6.79K 0.39% 55
2021
Q4 		$402K Buy
+5,496
New +$408K 0.38% 54

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Meridian Financial's SCZ Position: Q3 2026 in Review

Meridian Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 3,675 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #116.

Meridian Financial first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $402K in Q4 2021. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Meridian Financial held 3,675 shares of iShares MSCI EAFE Small-Cap ETF worth $310K as of Q3 2026.
  • Meridian Financial left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.15% of Meridian Financial's portfolio in Q3 2026, its #116 holding.
  • Meridian Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Meridian Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $402K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.