MFA Wealth Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

MFA Wealth Services’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	$321K	Sell	3,801 -118	-3%	-$10K	0.19%	109
2026 Q2	$322K	Buy	3,919 +48	+1%	+$4.02K	0.19%	107
2026 Q1	$304K	Buy	3,871 +54	+1%	+$4.39K	0.2%	104
2025 Q4	$296K	Buy	3,817 +65	+2%	+$4.98K	0.2%	100
2025 Q3	$288K	Sell	3,752 -21	-0.6%	-$1.57K	0.2%	99
2025 Q2	$274K	Buy	+3,773	New	+$255K	0.21%	95
2025 Q1	–	Sell	-6,906	Closed	-$420K	–	110
2024 Q4	$420K	Buy	+6,906	New	+$439K	0.34%	71

Other funds holding SCZ

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

MFA Wealth Services's SCZ Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q3 2026, selling an estimated $10K and leaving 3,801 shares worth $321K. The position accounts for 0.19% of the portfolio, ranked #109.

MFA Wealth Services first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2024. 201 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

MFA Wealth Services held 3,801 shares of iShares MSCI EAFE Small-Cap ETF worth $321K as of Q3 2026.
MFA Wealth Services sold 118 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $10K.
iShares MSCI EAFE Small-Cap ETF made up 0.19% of MFA Wealth Services's portfolio in Q3 2026, its #109 holding.
MFA Wealth Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's iShares MSCI EAFE Small-Cap ETF position peaked at $420K in Q4 2024.
201 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.