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Samalin Investment Counsel’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Samalin Investment Counsel’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 		$448K Sell
5,441
-21
-0.4% -$1.76K 0.14% 180
2026
Q1 		$428K Sell
5,462
-175
-3% -$14.2K 0.15% 189
2025
Q4 		$437K Buy
5,637
+411
+8% +$31.5K 0.16% 187
2025
Q3 		$401K Buy
5,226
+132
+3% +$9.88K 0.14% 208
2025
Q2 		$370K Buy
5,094
+331
+7% +$22.4K 0.14% 226
2025
Q1 		$303K Buy
4,763
+713
+18% +$45K 0.12% 242
2024
Q4 		$246K Buy
4,050
+285
+8% +$18.1K 0.11% 245
2024
Q3 		$255K Buy
3,765
+61
+2% +$3.92K 0.11% 240
2024
Q2 		$228K Buy
3,704
+534
+17% +$33.5K 0.11% 251
2024
Q1 		$201K Sell
3,170
-285
-8% -$17.4K 0.1% 260
2023
Q4 		$214K Buy
+3,455
New +$197K 0.11% 246
2023
Q3 		– Sell
-4,936
Closed -$291K – 281
2023
Q2 		$291K Buy
4,936
+211
+4% +$12.6K 0.16% 185
2023
Q1 		$281K Sell
4,725
-157
-3% -$9.32K 0.17% 177
2022
Q4 		$276K Sell
4,882
-83
-2% -$4.46K 0.17% 170
2022
Q3 		$242K Buy
4,965
+467
+10% +$25.6K 0.18% 168
2022
Q2 		$246K Buy
4,498
+436
+11% +$26.4K 0.17% 176
2022
Q1 		$269K Buy
4,062
+590
+17% +$40.1K 0.16% 186
2021
Q4 		$254K Buy
3,472
+106
+3% +$7.87K 0.15% 197
2021
Q3 		$250K Buy
3,366
+240
+8% +$18.3K 0.16% 196
2021
Q2 		$232K Sell
3,126
-1,196
-28% -$89.8K 0.15% 204
2021
Q1 		$310K Buy
4,322
+369
+9% +$26.2K 0.21% 162
2020
Q4 		$270K Buy
3,953
+125
+3% +$7.89K 0.2% 165
2020
Q3 		$226K Sell
3,828
-30
-0.8% -$1.72K 0.2% 158
2020
Q2 		$206K Buy
+3,858
New +$194K 0.22% 141
2020
Q1 		– Sell
-3,614
Closed -$225K – 453
2019
Q4 		$225K Buy
+3,614
New +$217K 0.19% 137

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Samalin Investment Counsel's SCZ Position: Q2 2026 in Review

Samalin Investment Counsel reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.38% in Q2 2026, selling an estimated $1.76K and leaving 5,441 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #180.

Samalin Investment Counsel first reported a position in SCZ in Q4 2019 and has held it in 25 quarters since. 342 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Samalin Investment Counsel held 5,441 shares of iShares MSCI EAFE Small-Cap ETF worth $448K as of Q2 2026.
  • Samalin Investment Counsel sold 21 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.76K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #180 holding.
  • Samalin Investment Counsel first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.