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

Rockingstone 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 		$349K Hold
4,245
– – 0.14% 96
2026
Q1 		$333K Hold
4,245
– – 0.15% 98
2025
Q4 		$329K Hold
4,245
– – 0.15% 97
2025
Q3 		$326K Hold
4,245
– – 0.16% 94
2025
Q2 		$309K Hold
4,245
– – 0.16% 91
2025
Q1 		$270K Sell
4,245
-600
-12% -$37.9K 0.12% 94
2024
Q4 		$294K Buy
4,845
+1,075
+29% +$68.4K 0.13% 94
2024
Q3 		$255K Sell
3,770
-2,880
-43% -$185K 0.13% 93
2024
Q2 		$410K Sell
6,650
-16,215
-71% -$1.02M 0.21% 89
2024
Q1 		$1.45M Sell
22,865
-375
-2% -$22.9K 0.75% 48
2023
Q4 		$1.44M Sell
23,240
-2,274
-9% -$130K 0.81% 50
2023
Q3 		$1.44M Buy
25,514
+855
+3% +$50.4K 0.8% 45
2023
Q2 		$1.45M Sell
24,659
-60
-0.2% -$3.59K 0.82% 47
2023
Q1 		$1.47M Buy
24,719
+5,908
+31% +$351K 0.9% 46
2022
Q4 		$1.06M Buy
+18,811
New +$1.01M 0.79% 54

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

Rockingstone Advisors's SCZ Position: Q2 2026 in Review

Rockingstone Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 4,245 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #96.

Rockingstone Advisors first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2023. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Rockingstone Advisors held 4,245 shares of iShares MSCI EAFE Small-Cap ETF worth $349K as of Q2 2026.
  • Rockingstone Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.14% of Rockingstone Advisors's portfolio in Q2 2026, its #96 holding.
  • Rockingstone Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.47M in Q1 2023.
  • 376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.