MFT
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Moisand Fitzgerald Tamayo’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Moisand Fitzgerald Tamayo’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
Q2 		$574K Buy
6,981
+9
+0.1% +$754 0.06% 75
2026
Q1 		$547K Hold
6,972
– – 0.06% 73
2025
Q4 		$541K Sell
6,972
-6
-0.1% -$460 0.06% 74
2025
Q3 		$535K Hold
6,978
– – 0.06% 76
2025
Q2 		$507K Sell
6,978
-257
-4% -$17.4K 0.06% 74
2025
Q1 		$460K Hold
7,235
– – 0.06% 72
2024
Q4 		$440K Buy
7,235
+12
+0.2% +$763 0.06% 75
2024
Q3 		$489K Sell
7,223
-41
-0.6% -$2.64K 0.07% 70
2024
Q2 		$448K Buy
7,264
+10
+0.1% +$627 0.07% 70
2024
Q1 		$459K Sell
7,254
-16
-0.2% -$979 0.07% 69
2023
Q4 		$450K Sell
7,270
-13
-0.2% -$743 0.08% 70
2023
Q3 		$411K Sell
7,283
-57
-0.8% -$3.36K 0.09% 68
2023
Q2 		$433K Sell
7,340
-125
-2% -$7.48K 0.09% 69
2023
Q1 		$444K Sell
7,465
-74
-1% -$4.39K 0.09% 70
2022
Q4 		$426K Sell
7,539
-1
-0% -$54 0.1% 73
2022
Q3 		$368K Hold
7,540
– – 0.1% 74
2022
Q2 		$412K Buy
7,540
+2,364
+46% +$143K 0.11% 72
2022
Q1 		$343K Sell
5,176
-2,350
-31% -$160K 0.16% 59
2021
Q4 		$550K Buy
7,526
+3
+0% +$223 0.15% 62
2021
Q3 		$560K Sell
7,523
-358
-5% -$27.2K 0.19% 61
2021
Q2 		$584K Sell
7,881
-167
-2% -$12.5K 0.21% 55
2021
Q1 		$578K Hold
8,048
– – 0.25% 52
2020
Q4 		$550K Sell
8,048
-2
-0% -$126 0.25% 53
2020
Q3 		$475K Sell
8,050
-357
-4% -$20.5K 0.25% 51
2020
Q2 		$451K Sell
8,407
-458
-5% -$23.1K 0.25% 51
2020
Q1 		$397K Sell
8,865
-1,659
-16% -$92.2K 0.26% 51
2019
Q4 		$655K Buy
10,524
+34
+0.3% +$2.04K 0.34% 44
2019
Q3 		$600K Sell
10,490
-283
-3% -$16K 0.32% 46
2019
Q2 		$618K Sell
10,773
-671
-6% -$38.7K 0.34% 44
2019
Q1 		$657K Buy
11,444
+73
+0.6% +$4.09K 0.37% 43
2018
Q4 		$589K Buy
11,371
+83
+0.7% +$4.65K 0.37% 42
2018
Q3 		$703K Hold
11,288
– – 0.39% 41
2018
Q2 		$708K Sell
11,288
-11
-0.1% -$720 0.41% 38
2018
Q1 		$737K Sell
11,299
-58
-0.5% -$3.83K 0.44% 38
2017
Q4 		$733K Sell
11,357
-301
-3% -$18.9K 0.42% 30
2017
Q3 		$723K Sell
11,658
-166
-1% -$9.93K 0.44% 30
2017
Q2 		$684K Sell
11,824
-308
-3% -$17.6K 0.47% 31
2017
Q1 		$657K Sell
12,132
-854
-7% -$44.9K 0.46% 33
2016
Q4 		$647K Sell
12,986
-258
-2% -$13K 0.48% 33
2016
Q3 		$694K Hold
13,244
– – 0.53% 31
2016
Q2 		$639K Buy
13,244
+68
+0.5% +$3.42K 0.52% 33
2016
Q1 		$656K Sell
13,176
-1,467
-10% -$69K 0.53% 33
2015
Q4 		$731K Buy
+14,643
New +$732K 0.63% 34

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SCZ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.13% in Q2 2026, buying an estimated $754 and bringing the position to 6,981 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #75.

Moisand Fitzgerald Tamayo first reported a position in SCZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $737K in Q1 2018. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 6,981 shares of iShares MSCI EAFE Small-Cap ETF worth $574K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 9 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $754.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #75 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's iShares MSCI EAFE Small-Cap ETF position peaked at $737K in Q1 2018.
  • 184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.