RFG Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

RFG Advisory’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	$327K	Buy	+3,869	New	+$329K	﹤0.01%	985

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

RFG Advisory's SCZ Position: Q3 2026 in Review

RFG Advisory opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026: 3,869 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

445 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

RFG Advisory held 3,869 shares of iShares MSCI EAFE Small-Cap ETF worth $327K as of Q3 2026.
iShares MSCI EAFE Small-Cap ETF was a new RFG Advisory position in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of RFG Advisory's portfolio in Q3 2026, its #985 holding.
445 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.