Shore Point Advisors
SCZ icon

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

Shore Point 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 		$5.38M Sell
63,709
-151
-0.2% -$12.8K 1.71% 17
2026
Q2 		$5.25M Buy
63,860
+903
+1% +$75.6K 1.8% 17
2026
Q1 		$4.94M Sell
62,957
-58,783
-48% -$4.78M 1.95% 15
2025
Q4 		$9.44M Sell
121,740
-110,505
-48% -$8.47M 3.99% 8
2025
Q3 		$17.8M Sell
232,245
-15,735
-6% -$1.18M 7.88% 3
2025
Q2 		$18M Buy
247,980
+4,654
+2% +$315K 8.66% 3
2025
Q1 		$15.5M Sell
243,326
-19,656
-7% -$1.24M 8.18% 3
2024
Q4 		$16M Buy
262,982
+9,606
+4% +$611K 8.59% 3
2024
Q3 		$17.2M Sell
253,376
-2,353
-0.9% -$151K 9.18% 3
2024
Q2 		$15.8M Buy
255,729
+2
+0% +$125 8.95% 3
2024
Q1 		$16.2M Sell
255,727
-2,118
-0.8% -$130K 9.24% 3
2023
Q4 		$16M Buy
257,845
+2,731
+1% +$156K 9.88% 3
2023
Q3 		$14.4M Buy
255,114
+8,491
+3% +$501K 10.43% 2
2023
Q2 		$14.5M Buy
246,623
+12,140
+5% +$726K 10.38% 2
2023
Q1 		$14M Buy
234,483
+7,552
+3% +$448K 10.58% 1
2022
Q4 		$12.8M Sell
226,931
-13,536
-6% -$727K 10.54% 2
2022
Q3 		$11.7M Buy
240,467
+9,597
+4% +$526K 11.44% 2
2022
Q2 		$12.6M Buy
230,870
+21,080
+10% +$1.28M 11.78% 2
2022
Q1 		$13.9M Buy
209,790
+13,071
+7% +$888K 12.08% 3
2021
Q4 		$14.4M Buy
+196,719
New +$14.6M 11.96% 2

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Shore Point Advisors's SCZ Position: Q3 2026 in Review

Shore Point Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.24% in Q3 2026, selling an estimated $12.8K and leaving 63,709 shares worth $5.38M. The position accounts for 1.71% of the portfolio, ranked #17.

Shore Point Advisors first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $18M in Q2 2025. 476 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Shore Point Advisors held 63,709 shares of iShares MSCI EAFE Small-Cap ETF worth $5.38M as of Q3 2026.
  • Shore Point Advisors sold 151 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $12.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.71% of Shore Point Advisors's portfolio in Q3 2026, its #17 holding.
  • Shore Point Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Shore Point Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $18M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.