Phillips Financial Management
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Phillips Financial Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Phillips Financial 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 		$197K Hold
2,334
– – 0.02% 202
2026
Q2 		$192K Hold
2,334
– – 0.01% 209
2026
Q1 		$183K Hold
2,334
– – 0.01% 199
2025
Q4 		$181K Hold
2,334
– – 0.01% 210
2025
Q3 		$179K Hold
2,334
– – 0.01% 219
2025
Q2 		$170K Hold
2,334
– – 0.01% 188
2025
Q1 		$148K Sell
2,334
-3
-0.1% -$190 0.01% 187
2024
Q4 		$142K Hold
2,337
– – 0.01% 181
2024
Q3 		$158K Buy
2,337
+3
+0.1% +$193 0.01% 187
2024
Q2 		$144K Buy
2,334
+194
+9% +$12.2K 0.01% 192
2024
Q1 		$136K Hold
2,140
– – 0.01% 192
2023
Q4 		$132K Hold
2,140
– – 0.01% 174
2023
Q3 		$121K Hold
2,140
– – 0.01% 171
2023
Q2 		$126K Hold
2,140
– – 0.01% 174
2023
Q1 		$127K Hold
2,140
– – 0.01% 177
2022
Q4 		$121K Hold
2,140
– – 0.01% 162
2022
Q3 		$104K Buy
+2,140
New +$117K 0.01% 160

Other funds holding SCZ

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Phillips Financial Management's SCZ Position: Q3 2026 in Review

Phillips Financial Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 2,334 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #202.

Phillips Financial Management first reported a position in SCZ in Q3 2022 and has held it in 17 quarters since. 186 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Phillips Financial Management held 2,334 shares of iShares MSCI EAFE Small-Cap ETF worth $197K as of Q3 2026.
  • Phillips Financial Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #202 holding.
  • Phillips Financial Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.