Noble Family Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Noble Family Wealth’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	$2.81M	Sell	34,131 -244	-0.7%	-$20.4K	0.5%	28
2026 Q1	$2.7M	Hold	34,375	–	–	0.56%	26
2025 Q4	$2.67M	Sell	34,375 -457	-1%	-$35K	0.56%	27
2025 Q3	$2.67M	Buy	34,832 +5	+0%	+$374	0.59%	27
2025 Q2	$2.53M	Sell	34,827 -1,317	-4%	-$89.1K	0.62%	25
2025 Q1	$2.3M	Sell	36,144 -210	-0.6%	-$13.3K	0.63%	27
2024 Q4	$2.21M	Buy	36,354 +5,548	+18%	+$353K	0.61%	28
2024 Q3	$2.09M	Sell	30,806 -8	-0%	-$515	0.56%	28
2024 Q2	$1.9M	Hold	30,814	–	–	0.55%	30
2024 Q1	$1.95M	Buy	30,814 +109	+0.4%	+$6.67K	0.56%	30
2023 Q4	$1.9M	Sell	30,705 -200	-0.6%	-$11.4K	0.58%	31
2023 Q3	$1.75M	Buy	30,905 +1,178	+4%	+$69.5K	0.59%	31
2023 Q2	$1.75M	Buy	29,727 +909	+3%	+$54.4K	0.57%	31
2023 Q1	$1.71M	Buy	+28,818	New	+$1.71M	0.59%	31

Other funds holding SCZ

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 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

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

Noble Family Wealth's SCZ Position: Q2 2026 in Review

Noble Family Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.71% in Q2 2026, selling an estimated $20.4K and leaving 34,131 shares worth $2.81M. The position accounts for 0.5% of the portfolio, ranked #28.

Noble Family Wealth first reported a position in SCZ in Q1 2023 and has held it in 14 quarters since. 415 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Noble Family Wealth held 34,131 shares of iShares MSCI EAFE Small-Cap ETF worth $2.81M as of Q2 2026.
Noble Family Wealth sold 244 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $20.4K.
iShares MSCI EAFE Small-Cap ETF made up 0.5% of Noble Family Wealth's portfolio in Q2 2026, its #28 holding.
Noble Family Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
415 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.