Sterling Financial Planning
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Sterling Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sterling Financial Planning’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 		$1.36M Buy
16,070
+73
+0.5% +$6.21K 0.37% 47
2026
Q2 		$1.32M Sell
15,997
-562
-3% -$47.1K 0.36% 47
2026
Q1 		$1.3M Sell
16,559
-1,104
-6% -$89.8K 0.39% 47
2025
Q4 		$1.37M Sell
17,663
-474
-3% -$36.3K 0.41% 47
2025
Q3 		$1.39M Sell
18,137
-1,285
-7% -$96.1K 0.44% 47
2025
Q2 		$1.41M Sell
19,422
-1,350
-6% -$91.4K 0.47% 46
2025
Q1 		$1.32M Sell
20,772
-354
-2% -$22.4K 0.48% 47
2024
Q4 		$1.28M Buy
21,126
+75
+0.4% +$4.77K 0.47% 46
2024
Q3 		$1.43M Sell
21,051
-226
-1% -$14.5K 0.53% 46
2024
Q2 		$1.31M Sell
21,277
-2,614
-11% -$164K 0.53% 46
2024
Q1 		$1.51M Sell
23,891
-214
-0.9% -$13.1K 0.61% 42
2023
Q4 		$1.49M Buy
24,105
+726
+3% +$41.5K 0.65% 41
2023
Q3 		$1.32M Buy
23,379
+404
+2% +$23.8K 0.68% 39
2023
Q2 		$1.36M Buy
22,975
+491
+2% +$29.4K 0.67% 39
2023
Q1 		$1.34M Sell
22,484
-213
-0.9% -$12.6K 0.73% 38
2022
Q4 		$1.28M Buy
22,697
+743
+3% +$39.9K 0.77% 36
2022
Q3 		$1.07M Buy
21,954
+5,402
+33% +$296K 0.75% 35
2022
Q2 		$904K Sell
16,552
-1,007
-6% -$60.9K 0.64% 35
2022
Q1 		$1.16M Buy
17,559
+1,888
+12% +$128K 0.73% 30
2021
Q4 		$1.14M Buy
15,671
+416
+3% +$30.9K 0.72% 30
2021
Q3 		$1.14M Buy
15,255
+1,180
+8% +$89.8K 0.72% 29
2021
Q2 		$1.04M Buy
14,075
+4,307
+44% +$323K 0.68% 30
2021
Q1 		$702K Buy
+9,768
New +$693K 0.5% 36

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Sterling Financial Planning's SCZ Position: Q3 2026 in Review

Sterling Financial Planning increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.46% in Q3 2026, buying an estimated $6.21K and bringing the position to 16,070 shares worth $1.36M. The position accounts for 0.37% of the portfolio, ranked #47.

Sterling Financial Planning first reported a position in SCZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.51M in Q1 2024. 322 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Sterling Financial Planning held 16,070 shares of iShares MSCI EAFE Small-Cap ETF worth $1.36M as of Q3 2026.
  • Sterling Financial Planning bought 73 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $6.21K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.37% of Sterling Financial Planning's portfolio in Q3 2026, its #47 holding.
  • Sterling Financial Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Sterling Financial Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $1.51M in Q1 2024.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.