Mullaney, Keating & Wright’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mullaney, Keating & Wright’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	$345K	Buy	4,192 +53	+1%	+$4.44K	0.17%	55
2026 Q1	$325K	Sell	4,139 -183	-4%	-$14.9K	0.18%	53
2025 Q4	$335K	Buy	4,322 +74	+2%	+$5.67K	0.18%	50
2025 Q3	$326K	Hold	4,248	–	–	0.18%	47
2025 Q2	$309K	Buy	4,248 +58	+1%	+$3.92K	0.2%	47
2025 Q1	$266K	Hold	4,190	–	–	0.18%	50
2024 Q4	$255K	Buy	4,190 +76	+2%	+$4.83K	0.17%	52
2024 Q3	$279K	Hold	4,114	–	–	0.19%	47
2024 Q2	$254K	Buy	+4,114	New	+$258K	0.2%	47

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return