Ocean Park Asset Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Ocean Park Asset Management’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	$8.64M	Buy	+105,074	New	+$8.8M	0.42%	39
2025 Q3	–	Sell	-3,770	Closed	-$240K	–	110
2025 Q2	$240K	Hold	3,770	–	–	0.01%	75
2025 Q1	$240K	Buy	+3,770	New	+$238K	0.01%	75

Other funds holding SCZ

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Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return