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

Register 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 		$23.7K Sell
288
-689
-71% -$57.7K 0.01% 338
2026
Q1 		$76.6K Buy
+977
New +$79.4K 0.03% 268

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Register Financial Advisors's SCZ Position: Q2 2026 in Review

Register Financial Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 71% in Q2 2026, selling an estimated $57.7K and leaving 288 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #338.

Register Financial Advisors first reported a position in SCZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $76.6K in Q1 2026. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Register Financial Advisors held 288 shares of iShares MSCI EAFE Small-Cap ETF worth $23.7K as of Q2 2026.
  • Register Financial Advisors sold 689 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $57.7K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #338 holding.
  • Register Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Register Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $76.6K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.