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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
Q3 		– Sell
-46,618
Closed -$3.84M – 149
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 $784M AUM 7.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Professional Financial Advisors's SCZ Position: Q3 2026 in Review

Professional Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 46,618 shares — an estimated $3.84M sold.

Professional Financial Advisors first reported a position in SCZ in Q3 2020 and held it in 15 quarters. The position peaked at $10.4M in Q1 2021. 92 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Professional Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 46,618 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $3.84M.
  • Professional Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and held it in 15 quarters.
  • Professional Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $10.4M in Q1 2021.
  • 92 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.