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Stone Summit Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stone Summit Wealth’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 		$291K Sell
3,446
-37
-1% -$3.15K 0.08% 121
2026
Q2 		$287K Sell
3,483
-25
-0.7% -$2.09K 0.07% 128
2026
Q1 		$275K Sell
3,508
-12
-0.3% -$976 0.08% 127
2025
Q4 		$273K Sell
3,520
-51
-1% -$3.91K 0.07% 131
2025
Q3 		$274K Sell
3,571
-434
-11% -$32.5K 0.08% 126
2025
Q2 		$291K Hold
4,005
– – 0.09% 126
2025
Q1 		$254K Sell
4,005
-105
-3% -$6.63K 0.09% 134
2024
Q4 		$250K Sell
4,110
-52
-1% -$3.31K 0.08% 131
2024
Q3 		$282K Sell
4,162
-62
-1% -$3.99K 0.09% 127
2024
Q2 		$260K Hold
4,224
– – 0.09% 129
2024
Q1 		$268K Hold
4,224
– – 0.09% 130
2023
Q4 		$261K Hold
4,224
– – 0.1% 130
2023
Q3 		$239K Sell
4,224
-49
-1% -$2.89K 0.1% 135
2023
Q2 		$252K Buy
4,273
+42
+1% +$2.51K 0.1% 128
2023
Q1 		$252K Sell
4,231
-2,986
-41% -$177K 0.11% 122
2022
Q4 		$408K Sell
7,217
-1,380
-16% -$74.1K 0.2% 95
2022
Q3 		$419K Sell
8,597
-1,065
-11% -$58.4K 0.26% 84
2022
Q2 		$527K Sell
9,662
-2,484
-20% -$150K 0.31% 77
2022
Q1 		$808K Buy
12,146
+720
+6% +$48.9K 0.45% 65
2021
Q4 		$832K Buy
+11,426
New +$848K 0.67% 56

Other funds holding SCZ

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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Stone Summit Wealth's SCZ Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.1% in Q3 2026, selling an estimated $3.15K and leaving 3,446 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #121.

Stone Summit Wealth first reported a position in SCZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $832K in Q4 2021. 164 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Stone Summit Wealth held 3,446 shares of iShares MSCI EAFE Small-Cap ETF worth $291K as of Q3 2026.
  • Stone Summit Wealth sold 37 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $3.15K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.08% of Stone Summit Wealth's portfolio in Q3 2026, its #121 holding.
  • Stone Summit Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $832K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.