SS
SCZ icon

Sound Stewardship’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sound Stewardship’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 		$11.9M Buy
140,536
+3,379
+2% +$287K 4.82% 4
2026
Q2 		$11.3M Buy
137,157
+5,227
+4% +$438K 4.65% 5
2026
Q1 		$10.3M Buy
131,930
+650
+0.5% +$52.9K 4.74% 5
2025
Q4 		$10.2M Buy
131,280
+2,468
+2% +$189K 4.88% 5
2025
Q3 		$9.88M Sell
128,812
-720
-0.6% -$53.9K 4.74% 5
2025
Q2 		$9.41M Buy
129,532
+1,949
+2% +$132K 4.86% 5
2025
Q1 		$8.11M Buy
127,583
+1,818
+1% +$115K 4.62% 5
2024
Q4 		$7.64M Buy
125,765
+3,966
+3% +$252K 4.54% 6
2024
Q3 		$8.25M Buy
121,799
+2,512
+2% +$162K 4.63% 5
2024
Q2 		$7.35M Buy
119,287
+1,697
+1% +$106K 4.47% 5
2024
Q1 		$7.45M Buy
117,590
+8,699
+8% +$532K 4.52% 5
2023
Q4 		$6.74M Buy
108,891
+6,484
+6% +$370K 4.46% 7
2023
Q3 		$5.78M Buy
102,407
+263
+0.3% +$15.5K 3.88% 9
2023
Q2 		$6.02M Sell
102,144
-33
-0% -$1.97K 3.97% 8
2023
Q1 		$6.08M Buy
102,177
+3,974
+4% +$236K 4.09% 7
2022
Q4 		$5.55M Buy
+98,203
New +$5.27M 4.1% 7

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
CWM
Cooke Wealth Management Irvine, California $120M AUM 8.63% 1-Year Est. Return

Sound Stewardship's SCZ Position: Q3 2026 in Review

Sound Stewardship increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.5% in Q3 2026, buying an estimated $287K and bringing the position to 140,536 shares worth $11.9M. The position accounts for 4.82% of the portfolio, ranked #4.

Sound Stewardship first reported a position in SCZ in Q4 2022 and has held it in 16 quarters since. 95 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Sound Stewardship held 140,536 shares of iShares MSCI EAFE Small-Cap ETF worth $11.9M as of Q3 2026.
  • Sound Stewardship bought 3,379 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $287K.
  • iShares MSCI EAFE Small-Cap ETF made up 4.82% of Sound Stewardship's portfolio in Q3 2026, its #4 holding.
  • Sound Stewardship first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.