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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
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 		$2.29M 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

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

My Personal CFO LLC's SCZ Position: Q2 2026 in Review

My Personal CFO LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.3% in Q2 2026, buying an estimated $138K and bringing the position to 72,844 shares worth $5.99M. The position accounts for 2.34% of the portfolio, ranked #11.

My Personal CFO LLC first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 398 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • My Personal CFO LLC held 72,844 shares of iShares MSCI EAFE Small-Cap ETF worth $5.99M as of Q2 2026.
  • My Personal CFO LLC bought 1,648 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI EAFE Small-Cap ETF made up 2.34% of My Personal CFO LLC's portfolio in Q2 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 19 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.