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 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 $754M AUM 13.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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