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 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

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

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

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return