My Personal CFO LLC
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My Personal CFO LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

My Personal CFO LLC’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 		$6.32M Buy
74,863
+2,019
+3% +$172K 2.27% 11
2026
Q2 		$5.99M Buy
72,844
+1,648
+2% +$138K 2.34% 11
2026
Q1 		$5.58M Buy
71,196
+1,332
+2% +$108K 2.44% 11
2025
Q4 		$5.42M Buy
69,864
+30,177
+76% +$2.31M 2.26% 11
2025
Q3 		$3.04M Sell
39,687
-26,660
-40% -$1.99M 1.18% 23
2025
Q2 		$4.82M Buy
66,347
+968
+1% +$65.5K 2.19% 10
2025
Q1 		$4.15M Sell
65,379
-7,155
-10% -$452K 2.09% 11
2024
Q4 		$4.41M Sell
72,534
-1,653
-2% -$105K 2.26% 9
2024
Q3 		$5.02M Buy
74,187
+5,669
+8% +$365K 2.75% 8
2024
Q2 		$4.22M Buy
68,518
+4,948
+8% +$310K 2.25% 10
2024
Q1 		$4.03M Buy
63,570
+2,150
+4% +$132K 2.32% 10
2023
Q4 		$3.8M Buy
61,420
+735
+1% +$42K 2.48% 10
2023
Q3 		$3.43M Sell
60,685
-4,100
-6% -$242K 2.77% 8
2023
Q2 		$3.82M Sell
64,785
-483
-0.7% -$28.9K 3% 9
2023
Q1 		$3.88M Buy
65,268
+31,614
+94% +$1.88M 3.31% 8
2022
Q4 		$3.09M Buy
33,654
+8
+0% +$429 2.85% 8
2022
Q3 		$2.28M Sell
33,646
-20,108
-37% -$1.1M 3.47% 6
2022
Q2 		$2.93M Buy
53,754
+80
+0.1% +$4.84K 3.77% 7
2022
Q1 		$3.56M Buy
53,674
+4
+0% +$272 3.68% 7
2021
Q4 		$3.92M Buy
+53,670
New +$3.99M 3.42% 7

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

My Personal CFO LLC's SCZ Position: Q3 2026 in Review

My Personal CFO LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.8% in Q3 2026, buying an estimated $172K and bringing the position to 74,863 shares worth $6.32M. The position accounts for 2.27% of the portfolio, ranked #11.

My Personal CFO LLC first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • My Personal CFO LLC held 74,863 shares of iShares MSCI EAFE Small-Cap ETF worth $6.32M as of Q3 2026.
  • My Personal CFO LLC bought 2,019 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $172K.
  • iShares MSCI EAFE Small-Cap ETF made up 2.27% of My Personal CFO LLC's portfolio in Q3 2026, its #11 holding.
  • My Personal CFO LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.