PFA
SCZ icon

Professional Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Professional Financial 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
Q2 		$3.84M Sell
46,618
-11,874
-20% -$994K 0.66% 25
2026
Q1 		$4.59M Buy
+58,492
New +$4.76M 0.93% 18
2025
Q4 		– Sell
-77,927
Closed -$5.98M – 134
2025
Q3 		$5.98M Buy
77,927
+2,155
+3% +$161K 1.26% 12
2025
Q2 		$5.51M Buy
+75,772
New +$5.13M 1.28% 10
2023
Q3 		– Sell
-107,382
Closed -$6.33M – 94
2023
Q2 		$6.33M Buy
+107,382
New +$6.42M 3.27% 6
2023
Q1 		– Sell
-15,768
Closed -$891K – 78
2022
Q4 		$891K Buy
15,768
+15,690
+20,115% +$842K 0.6% 35
2022
Q3 		$4K Hold
78
– – ﹤0.01% 393
2022
Q2 		$4K Sell
78
-138
-64% -$8.35K ﹤0.01% 391
2022
Q1 		$14K Sell
216
-2,161
-91% -$147K 0.01% 276
2021
Q4 		$174K Sell
2,377
-125
-5% -$9.28K 0.08% 105
2021
Q3 		$186K Sell
2,502
-5
-0.2% -$381 0.11% 85
2021
Q2 		$186K Sell
2,507
-141,577
-98% -$10.6M 0.1% 92
2021
Q1 		$10.4M Buy
144,084
+3,354
+2% +$238K 6.43% 5
2020
Q4 		$9.62M Buy
140,730
+3,194
+2% +$202K 7.58% 2
2020
Q3 		$7.83M Buy
+137,536
New +$7.88M 7.3% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return