NBC Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NBC Securities’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	$120K	Sell	1,419 -195	-12%	-$16.6K	0.01%	1026
2026 Q2	$133K	Hold	1,614	–	–	0.01%	986
2026 Q1	$127K	Hold	1,614	–	–	0.01%	1000
2025 Q4	$125K	Hold	1,614	–	–	0.01%	995
2025 Q3	$124K	Hold	1,614	–	–	0.01%	991
2025 Q2	$117K	Hold	1,614	–	–	0.01%	1000
2025 Q1	$102K	Buy	1,614 +1,613	+161,300%	+$102K	0.01%	970
2024 Q4	$105	Sell	1 -1,733	-100%	-$110K	0.01%	915
2024 Q3	$117K	Hold	1,734	–	–	0.01%	940
2024 Q2	$106K	Hold	1,734	–	–	0.01%	940
2024 Q1	$119K	Hold	1,734	–	–	0.01%	904
2023 Q4	$107K	Hold	1,734	–	–	0.01%	922
2023 Q3	$97K	Buy	+1,734	New	+$102K	0.01%	940

Other funds holding SCZ

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

NBC Securities's SCZ Position: Q3 2026 in Review

NBC Securities reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q3 2026, selling an estimated $16.6K and leaving 1,419 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #1026.

NBC Securities first reported a position in SCZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $133K in Q2 2026. 267 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

NBC Securities held 1,419 shares of iShares MSCI EAFE Small-Cap ETF worth $120K as of Q3 2026.
NBC Securities sold 195 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $16.6K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of NBC Securities's portfolio in Q3 2026, its #1026 holding.
NBC Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 13 quarters since.
NBC Securities's iShares MSCI EAFE Small-Cap ETF position peaked at $133K in Q2 2026.
267 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.