Sax Wealth Advisors
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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
Q3 		$3.03M Buy
35,933
+1,521
+4% +$129K 0.09% 151
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% -$9.5K 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

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Sax Wealth Advisors's SCZ Position: Q3 2026 in Review

Sax Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 4.4% in Q3 2026, buying an estimated $129K and bringing the position to 35,933 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #151.

Sax Wealth Advisors first reported a position in SCZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.14M in Q3 2021. 312 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Sax Wealth Advisors held 35,933 shares of iShares MSCI EAFE Small-Cap ETF worth $3.03M as of Q3 2026.
  • Sax Wealth Advisors bought 1,521 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $129K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Sax Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $3.14M in Q3 2021.
  • 312 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.