SWA
SCZ icon

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

Sax Wealth 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 		$2.7M Buy
34,412
+18,408
+115% +$1.54M 0.11% 126
2026
Q1 		$1.24M Hold
16,004
– – 0.06% 168
2025
Q4 		$1.24M Buy
16,004
+221
+1% +$16.9K 0.06% 172
2025
Q3 		$1.21M Sell
15,783
-290
-2% -$21.7K 0.07% 160
2025
Q2 		$1.17M Sell
16,073
-966
-6% -$65.4K 0.07% 157
2025
Q1 		$1.08M Buy
17,039
+1,509
+10% +$95.3K 0.08% 132
2024
Q4 		$943K Buy
15,530
+206
+1% +$13.1K 0.07% 127
2024
Q3 		$1.04M Sell
15,324
-148
-1% -$9.52K 0.09% 87
2024
Q2 		$954K Buy
15,472
+1,023
+7% +$64.1K 0.09% 92
2024
Q1 		$915K Sell
14,449
-439
-3% -$26.9K 0.11% 75
2023
Q4 		$922K Sell
14,888
-521
-3% -$29.8K 0.15% 77
2023
Q3 		$870K Sell
15,409
-235
-2% -$13.9K 0.17% 75
2023
Q2 		$923K Sell
15,644
-90
-0.6% -$5.38K 0.18% 72
2023
Q1 		$936K Hold
15,734
– – 0.2% 68
2022
Q4 		$889K Sell
15,734
-610
-4% -$32.7K 0.21% 63
2022
Q3 		$797K Sell
16,344
-650
-4% -$35.6K 0.21% 68
2022
Q2 		$928K Sell
16,994
-1,054
-6% -$63.8K 0.24% 67
2022
Q1 		$1.2M Sell
18,048
-23,812
-57% -$1.62M 0.29% 52
2021
Q4 		$3.06M Sell
41,860
-362
-0.9% -$26.9K 0.64% 33
2021
Q3 		$3.14M Buy
42,222
+90
+0.2% +$6.85K 0.75% 29
2021
Q2 		$3.12M Buy
42,132
+653
+2% +$49K 1.07% 25
2021
Q1 		$2.98M Sell
41,479
-388
-0.9% -$27.5K 1.09% 26
2020
Q4 		$2.86M Buy
+41,867
New +$2.64M 1.32% 20

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return