Narus Financial Partners
SCZ icon

Narus Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Narus Financial Partners’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 		$3.59M Sell
42,493
-692
-2% -$58.8K 0.95% 12
2026
Q2 		$3.55M Sell
43,185
-332
-0.8% -$27.8K 0.91% 13
2026
Q1 		$3.41M Buy
43,517
+815
+2% +$66.3K 0.89% 13
2025
Q4 		$3.31M Buy
42,702
+177
+0.4% +$13.6K 0.91% 14
2025
Q3 		$3.26M Buy
42,525
+382
+0.9% +$28.6K 0.89% 14
2025
Q2 		$3.06M Sell
42,143
-4,233
-9% -$286K 0.96% 15
2025
Q1 		$2.95M Sell
46,376
-67
-0.1% -$4.23K 1% 18
2024
Q4 		$2.82M Sell
46,443
-514
-1% -$32.7K 0.95% 17
2024
Q3 		$3.18M Buy
46,957
+3,451
+8% +$222K 1.14% 12
2024
Q2 		$2.68M Buy
43,506
+48
+0.1% +$3.01K 1.08% 16
2024
Q1 		$2.75M Buy
43,458
+862
+2% +$52.7K 1.17% 16
2023
Q4 		$2.64M Buy
42,596
+867
+2% +$49.5K 1.27% 14
2023
Q3 		$2.36M Buy
41,729
+1,286
+3% +$75.9K 1.21% 16
2023
Q2 		$2.39M Buy
40,443
+1,093
+3% +$65.4K 1.23% 15
2023
Q1 		$2.34M Buy
39,350
+1,894
+5% +$112K 1.27% 14
2022
Q4 		$2.12M Buy
37,456
+5,231
+16% +$281K 1.22% 15
2022
Q3 		$1.57M Buy
32,225
+3,676
+13% +$202K 0.99% 18
2022
Q2 		$1.56M Buy
28,549
+11,989
+72% +$725K 0.99% 18
2022
Q1 		$1.1M Buy
+16,560
New +$1.12M 0.61% 28
2021
Q1 		$1.03M Buy
+14,372
New +$1.02M 0.62% 19
2019
Q4 		$693K Buy
11,129
+2,300
+26% +$138K 0.49% 22
2019
Q3 		$505K Buy
8,829
+93
+1% +$5.26K 0.37% 30
2019
Q2 		$501K Buy
+8,736
New +$504K 0.39% 29
2017
Q3 		$949K Buy
15,302
+11
+0.1% +$658 0.84% 18
2017
Q2 		$884K Buy
15,291
+228
+2% +$13K 0.82% 16
2017
Q1 		$816K Sell
15,063
-800
-5% -$42K 0.79% 19
2016
Q4 		$791K Buy
+15,863
New +$800K 0.83% 19

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Narus Financial Partners's SCZ Position: Q3 2026 in Review

Narus Financial Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.6% in Q3 2026, selling an estimated $58.8K and leaving 42,493 shares worth $3.59M. The position accounts for 0.95% of the portfolio, ranked #12.

Narus Financial Partners first reported a position in SCZ in Q4 2016 and has held it in 27 quarters since. 288 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Narus Financial Partners held 42,493 shares of iShares MSCI EAFE Small-Cap ETF worth $3.59M as of Q3 2026.
  • Narus Financial Partners sold 692 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $58.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.95% of Narus Financial Partners's portfolio in Q3 2026, its #12 holding.
  • Narus Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and has held it in 27 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.