Morton Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Morton Capital Management’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	6,973 +95	+1%	+$7.96K	0.08%	81
2026 Q1	$539K	Sell	6,878 -788	-10%	-$64.1K	0.08%	72
2025 Q4	$594K	Buy	7,666 +147	+2%	+$11.3K	0.09%	64
2025 Q3	$577K	Sell	7,519 -147	-2%	-$11K	0.09%	67
2025 Q2	$557K	Buy	7,666 +259	+3%	+$17.5K	0.1%	65
2025 Q1	$471K	Sell	7,407 -54	-0.7%	-$3.41K	0.09%	70
2024 Q4	$453K	Buy	7,461 +148	+2%	+$9.41K	0.09%	74
2024 Q3	$495K	Buy	+7,313	New	+$471K	0.1%	67

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Morton Capital Management's SCZ Position: Q2 2026 in Review

Morton Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $7.96K and bringing the position to 6,973 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #81.

Morton Capital Management first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $594K in Q4 2025. 244 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Morton Capital Management held 6,973 shares of iShares MSCI EAFE Small-Cap ETF worth $574K as of Q2 2026.
Morton Capital Management bought 95 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $7.96K.
iShares MSCI EAFE Small-Cap ETF made up 0.08% of Morton Capital Management's portfolio in Q2 2026, its #81 holding.
Morton Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Morton Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $594K in Q4 2025.
244 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.