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

Pacifica 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	$23.2K	Hold	278	–	–	0.01%	231
2026 Q2	$23.2K	Hold	278	–	–	0.01%	240
2026 Q1	$21.8K	Hold	278	–	–	0.01%	251
2025 Q4	$21.7K	Hold	278	–	–	0.01%	240
2025 Q3	$21.4K	Hold	278	–	–	0.01%	264
2025 Q2	$20.1K	Hold	278	–	–	0.01%	286
2025 Q1	$17.4K	Hold	278	–	–	0.01%	290
2024 Q4	$16.8K	Hold	278	–	–	0.01%	308
2024 Q3	$18.8K	Buy	+278	New	+$17.9K	0.01%	306
2023 Q1	–	Sell	-36	Closed	-$2.03K	–	510
2022 Q4	$2.03K	Hold	36	–	–	﹤0.01%	428
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	438
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	447
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	445
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	411
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	413
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	398
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	359
2020 Q4	$2K	Buy	+36	New	+$2.27K	﹤0.01%	350

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

Pacifica Partners's SCZ Position: Q3 2026 in Review

Pacifica Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 278 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #231.

Pacifica Partners first reported a position in SCZ in Q4 2020 and has held it in 18 quarters since. 247 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Pacifica Partners held 278 shares of iShares MSCI EAFE Small-Cap ETF worth $23.2K as of Q3 2026.
Pacifica Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #231 holding.
Pacifica Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
247 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.