SPA
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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
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

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Shore Point Advisors's SCZ Position: Q2 2026 in Review

Shore Point Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $75.6K and bringing the position to 63,860 shares worth $5.25M. The position accounts for 1.8% of the portfolio, ranked #17.

Shore Point Advisors first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $18M in Q2 2025. 404 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Shore Point Advisors held 63,860 shares of iShares MSCI EAFE Small-Cap ETF worth $5.25M as of Q2 2026.
  • Shore Point Advisors bought 903 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $75.6K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.8% of Shore Point Advisors's portfolio in Q2 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 19 quarters since.
  • Shore Point Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $18M in Q2 2025.
  • 404 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

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