Physician Wealth Advisors
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Physician Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Physician Wealth Advisors’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 		$1.05M Sell
12,479
-421
-3% -$35.8K 0.12% 79
2026
Q2 		$1.06M Sell
12,900
-144
-1% -$12.1K 0.13% 77
2026
Q1 		$1.02M Sell
13,044
-368
-3% -$29.9K 0.14% 73
2025
Q4 		$1.04M Sell
13,412
-494
-4% -$37.9K 0.14% 68
2025
Q3 		$1.07M Sell
13,906
-940
-6% -$70.3K 0.15% 69
2025
Q2 		$1.08M Sell
14,846
-1,117
-7% -$75.6K 0.17% 66
2025
Q1 		$1.01M Sell
15,963
-615
-4% -$38.8K 0.17% 64
2024
Q4 		$1.01M Sell
16,578
-1,408
-8% -$89.6K 0.17% 68
2024
Q3 		$1.18M Sell
17,986
-3,936
-18% -$253K 0.21% 56
2024
Q2 		$1.42M Sell
21,922
-1,440
-6% -$90.3K 0.26% 56
2024
Q1 		$1.41M Sell
23,362
-1,649
-7% -$101K 0.3% 51
2023
Q4 		$1.5M Sell
25,011
-352
-1% -$20.1K 0.33% 48
2023
Q3 		$1.4M Sell
25,363
-17
-0.1% -$1K 0.36% 39
2023
Q2 		$1.5M Sell
25,380
-132
-0.5% -$7.9K 0.37% 39
2023
Q1 		$1.54M Sell
25,512
-977
-4% -$58K 0.4% 38
2022
Q4 		$1.61M Sell
26,489
-2,801
-10% -$150K 0.44% 36
2022
Q3 		$1.48M Sell
29,290
-856
-3% -$46.9K 0.46% 36
2022
Q2 		$1.76M Sell
30,146
-4,079
-12% -$247K 0.51% 33
2022
Q1 		$2.14M Sell
34,225
-946
-3% -$64.2K 0.57% 35
2021
Q4 		$2.54M Sell
35,171
-852
-2% -$63.3K 0.67% 31
2021
Q3 		$2.74M Sell
36,023
-1
-0% -$76 0.75% 28
2021
Q2 		$2.68M Sell
36,024
-526
-1% -$39.5K 0.77% 27
2021
Q1 		$2.71M Sell
36,550
-848
-2% -$60.2K 0.88% 27
2020
Q4 		$2.67M Sell
37,398
-3,800
-9% -$240K 0.91% 27
2020
Q3 		$2.36M Sell
41,198
-2,568
-6% -$147K 0.95% 26
2020
Q2 		$2.5M Sell
43,766
-1,147
-3% -$57.8K 1.01% 24
2020
Q1 		$2.09M Buy
44,913
+5,131
+13% +$285K 1.05% 24
2019
Q4 		$2.47M Sell
39,782
-296
-0.7% -$17.8K 1.1% 21
2019
Q3 		$2.45M Buy
+40,078
New +$2.26M 1.2% 20

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Physician Wealth Advisors's SCZ Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.3% in Q3 2026, selling an estimated $35.8K and leaving 12,479 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #79.

Physician Wealth Advisors first reported a position in SCZ in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.74M in Q3 2021. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Physician Wealth Advisors held 12,479 shares of iShares MSCI EAFE Small-Cap ETF worth $1.05M as of Q3 2026.
  • Physician Wealth Advisors sold 421 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $35.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.12% of Physician Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • Physician Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.74M in Q3 2021.
  • 334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.