RF&L Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

RF&L Wealth Management’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	$781K	Hold	9,250	–	–	0.52%	33
2026 Q2	$761K	Buy	9,250 +2	+0%	+$167	0.52%	32
2026 Q1	$725K	Hold	9,248	–	–	0.54%	32
2025 Q4	$717K	Buy	9,248 +3	+0%	+$230	0.4%	44
2025 Q3	$709K	Hold	9,245	–	–	0.42%	42
2025 Q2	$672K	Sell	9,245 -258	-3%	-$17.5K	0.43%	41
2025 Q1	$604K	Buy	9,503 +100	+1%	+$6.32K	0.43%	39
2024 Q4	$571K	Buy	9,403 +3	+0%	+$191	0.4%	37
2024 Q3	$636K	Hold	9,400	–	–	0.45%	37
2024 Q2	$579K	Buy	9,400 +2	+0%	+$125	0.44%	37
2024 Q1	$595K	Hold	9,398	–	–	0.46%	38
2023 Q4	$582K	Sell	9,398 -178	-2%	-$10.2K	0.48%	36
2023 Q3	$541K	Sell	9,576 -131	-1%	-$7.73K	0.5%	35
2023 Q2	$573K	Sell	9,707 -158	-2%	-$9.45K	0.52%	35
2023 Q1	$587K	Sell	9,865 -200	-2%	-$11.9K	0.57%	35
2022 Q4	$568K	Buy	+10,065	New	+$540K	0.59%	35

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

RF&L Wealth Management's SCZ Position: Q3 2026 in Review

RF&L Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 9,250 shares worth $781K. The position accounts for 0.52% of the portfolio, ranked #33.

RF&L Wealth Management first reported a position in SCZ in Q4 2022 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

RF&L Wealth Management held 9,250 shares of iShares MSCI EAFE Small-Cap ETF worth $781K as of Q3 2026.
RF&L Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.52% of RF&L Wealth Management's portfolio in Q3 2026, its #33 holding.
RF&L Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
178 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.