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Plancorp LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Plancorp LLC’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 		$32.6M Sell
394,801
-19,573
-5% -$1.64M 0.79% 20
2026
Q1 		$34.3M Sell
414,374
-429
-0.1% -$34.9K 0.98% 19
2025
Q4 		$32.2M Buy
414,803
+1,193
+0.3% +$91.4K 0.97% 18
2025
Q3 		$31.7M Sell
413,610
-571
-0.1% -$42.7K 1% 18
2025
Q2 		$30.1M Sell
414,181
-39,957
-9% -$2.7M 1.04% 17
2025
Q1 		$28.9M Sell
454,138
-6,912
-1% -$437K 1.14% 16
2024
Q4 		$28M Buy
461,050
+15,398
+3% +$979K 1.15% 18
2024
Q3 		$30.2M Buy
445,652
+23,704
+6% +$1.53M 1.23% 16
2024
Q2 		$26M Sell
421,948
-791
-0.2% -$49.6K 1.13% 16
2024
Q1 		$26.8M Buy
422,739
+817
+0.2% +$50K 1.16% 15
2023
Q4 		$26.1M Buy
421,922
+12,941
+3% +$739K 1.25% 15
2023
Q3 		$23.1M Buy
408,981
+782
+0.2% +$46.1K 1.24% 15
2023
Q2 		$24.1M Sell
408,199
-17,079
-4% -$1.02M 1.3% 14
2023
Q1 		$25.3M Sell
425,278
-2,825
-0.7% -$168K 1.42% 14
2022
Q4 		$24.2M Buy
428,103
+22,629
+6% +$1.21M 1.43% 13
2022
Q3 		$19.8M Buy
405,474
+4,564
+1% +$250K 1.32% 13
2022
Q2 		$21.9M Buy
400,910
+45,153
+13% +$2.73M 1.38% 13
2022
Q1 		$23.6M Buy
355,757
+32,912
+10% +$2.24M 1.53% 11
2021
Q4 		$23.6M Sell
322,845
-51
-0% -$3.79K 1.5% 11
2021
Q3 		$24M Buy
322,896
+64
+0% +$4.87K 1.66% 11
2021
Q2 		$23.9M Hold
322,832
– – 1.88% 9
2021
Q1 		$23.2M Buy
322,832
+136
+0% +$9.65K 5.11% 5
2020
Q4 		$22.1M Buy
322,696
+4,359
+1% +$275K 5.43% 4
2020
Q3 		$18.8M Sell
318,337
-42,299
-12% -$2.42M 5.7% 4
2020
Q2 		$19.3M Sell
360,636
-1,108
-0.3% -$55.8K 5.83% 3
2020
Q1 		$16.2M Buy
361,744
+39,919
+12% +$2.22M 6.28% 3
2019
Q4 		$20M Buy
321,825
+733
+0.2% +$44K 6.14% 3
2019
Q3 		$18.4M Buy
321,092
+702
+0.2% +$39.7K 7.01% 3
2019
Q2 		$18.4M Sell
320,390
-83
-0% -$4.79K 7.28% 3
2019
Q1 		$18.4M Buy
320,473
+1,775
+0.6% +$99.4K 6.97% 3
2018
Q4 		$16.5M Buy
318,698
+41,773
+15% +$2.34M 7.49% 3
2018
Q3 		$17.2M Buy
276,925
+1,761
+0.6% +$110K 6.79% 3
2018
Q2 		$17.3M Hold
275,164
– – 6.9% 3
2018
Q1 		$17.9M Sell
275,164
-26,321
-9% -$1.74M 5.73% 5
2017
Q4 		$19.4M Buy
301,485
+237
+0.1% +$14.9K 6.34% 3
2017
Q3 		$18.7M Buy
301,248
+371
+0.1% +$22.2K 5.52% 2
2017
Q2 		$17.4M Sell
300,877
-32,840
-10% -$1.87M 5.17% 2
2017
Q1 		$18.1M Buy
333,717
+652
+0.2% +$34.3K 5.27% 2
2016
Q4 		$16.6M Buy
333,065
+18,595
+6% +$938K 4.73% 2
2016
Q3 		$16.5M Buy
314,470
+7,549
+2% +$383K 10.48% 1
2016
Q2 		$14.8M Hold
306,921
– – 13.14% 1
2016
Q1 		$15.3M Buy
+306,921
New +$14.4M 18.32% 1
2015
Q4 		– Sell
-274,921
Closed -$13.1M – 93
2015
Q3 		$13.1M Sell
274,921
-16,600
-6% -$828K 11.9% 1
2015
Q2 		$14.9M Buy
+291,521
New +$15.2M 13.8% 1
2015
Q1 		– Sell
-269,900
Closed -$12.6M – 105
2014
Q4 		$12.6M Buy
+269,900
New +$12.7M 13.17% 2
2014
Q3 		– Sell
-241,900
Closed -$12.8M – 108
2014
Q2 		$12.8M Sell
241,900
-6,225
-3% -$325K 11.5% 2
2014
Q1 		$12.9M Buy
248,125
+4,725
+2% +$242K 8.74% 2
2013
Q4 		$12.4M Buy
+243,400
New +$12.1M 10.88% 2

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Plancorp LLC's SCZ Position: Q2 2026 in Review

Plancorp LLC reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.7% in Q2 2026, selling an estimated $1.64M and leaving 394,801 shares worth $32.6M. The position accounts for 0.79% of the portfolio, ranked #20.

Plancorp LLC first reported a position in SCZ in Q4 2013 and has held it in 48 quarters since. The position peaked at $34.3M in Q1 2026. 237 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Plancorp LLC held 394,801 shares of iShares MSCI EAFE Small-Cap ETF worth $32.6M as of Q2 2026.
  • Plancorp LLC sold 19,573 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.64M.
  • iShares MSCI EAFE Small-Cap ETF made up 0.79% of Plancorp LLC's portfolio in Q2 2026, its #20 holding.
  • Plancorp LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 48 quarters since.
  • Plancorp LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $34.3M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.