Sincerus Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sincerus Advisory’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	$2.72M	Buy	32,247 +1,568	+5%	+$133K	1.78%	16
2026 Q2	$2.52M	Buy	30,679 +512	+2%	+$42.9K	1.71%	17
2026 Q1	$2.37M	Buy	30,167 +553	+2%	+$45K	1.79%	16
2025 Q4	$2.3M	Buy	29,614 +1,920	+7%	+$147K	1.85%	16
2025 Q3	$2.12M	Buy	27,694 +2,174	+9%	+$163K	1.82%	14
2025 Q2	$1.9M	Buy	25,520 +2,415	+10%	+$163K	1.79%	15
2025 Q1	$1.47M	Buy	23,105 +346	+2%	+$21.9K	1.55%	20
2024 Q4	$1.38M	Buy	+22,759	New	+$1.45M	1.48%	22

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Sincerus Advisory's SCZ Position: Q3 2026 in Review

Sincerus Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.1% in Q3 2026, buying an estimated $133K and bringing the position to 32,247 shares worth $2.72M. The position accounts for 1.78% of the portfolio, ranked #16.

Sincerus Advisory first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Sincerus Advisory held 32,247 shares of iShares MSCI EAFE Small-Cap ETF worth $2.72M as of Q3 2026.
Sincerus Advisory bought 1,568 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $133K.
iShares MSCI EAFE Small-Cap ETF made up 1.78% of Sincerus Advisory's portfolio in Q3 2026, its #16 holding.
Sincerus Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.