Partnership Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Partnership Wealth 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 Q3	$3.18M	Sell	37,620 -1,096	-3%	-$93.2K	2.27%	6
2026 Q2	$3.19M	Buy	38,716 +1,548	+4%	+$130K	2.15%	7
2026 Q1	$2.91M	Sell	37,168 -1,499	-4%	-$122K	2.22%	7
2025 Q4	$3M	Buy	38,667 +1,238	+3%	+$94.9K	2.16%	9
2025 Q3	$2.87M	Sell	37,429 -2,769	-7%	-$207K	2.21%	9
2025 Q2	$2.92M	Buy	40,198 +772	+2%	+$52.2K	2.37%	9
2025 Q1	$2.5M	Buy	39,426 +669	+2%	+$42.3K	2.13%	9
2024 Q4	$2.35M	Buy	38,757 +7,976	+26%	+$507K	1.96%	9
2024 Q3	$2.08M	Buy	30,781 +24,368	+380%	+$1.57M	1.47%	10
2024 Q2	$395K	Sell	6,413 -659	-9%	-$41.3K	0.29%	63
2024 Q1	$448K	Buy	7,072 +118	+2%	+$7.22K	0.31%	68
2023 Q4	$419K	Buy	+6,954	New	+$397K	0.32%	63

Other funds holding SCZ

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Partnership Wealth Management's SCZ Position: Q3 2026 in Review

Partnership Wealth Management reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.8% in Q3 2026, selling an estimated $93.2K and leaving 37,620 shares worth $3.18M. The position accounts for 2.27% of the portfolio, ranked #6.

Partnership Wealth Management first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.19M in Q2 2026. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Partnership Wealth Management held 37,620 shares of iShares MSCI EAFE Small-Cap ETF worth $3.18M as of Q3 2026.
Partnership Wealth Management sold 1,096 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $93.2K.
iShares MSCI EAFE Small-Cap ETF made up 2.27% of Partnership Wealth Management's portfolio in Q3 2026, its #6 holding.
Partnership Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.19M in Q2 2026.
38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.