Stonehearth Capital Management
SCZ icon

Stonehearth Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stonehearth Capital Management’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 		– Sell
-20,937
Closed -$1.72M – 97
2026
Q2 		$1.72M Buy
+20,937
New +$1.75M 0.59% 25
2025
Q4 		– Sell
-20,753
Closed -$1.59M – 98
2025
Q3 		$1.59M Buy
20,753
+824
+4% +$61.6K 0.62% 24
2025
Q2 		$1.45M Buy
19,929
+342
+2% +$23.1K 0.6% 24
2025
Q1 		$1.24M Buy
+19,587
New +$1.24M 0.52% 28
2024
Q4 		– Sell
-90,138
Closed -$6.1M – 84
2024
Q3 		$6.1M Buy
+90,138
New +$5.8M 2.43% 12
2023
Q2 		– Sell
-13,278
Closed -$790K – 78
2023
Q1 		$790K Buy
13,278
+820
+7% +$48.7K 0.42% 33
2022
Q4 		$704K Buy
12,458
+536
+4% +$28.8K 0.4% 34
2022
Q3 		$582K Buy
11,922
+991
+9% +$54.3K 0.36% 31
2022
Q2 		$597K Buy
10,931
+1,446
+15% +$87.5K 0.34% 32
2022
Q1 		$629K Sell
9,485
-3,200
-25% -$217K 0.33% 32
2021
Q4 		$927K Buy
12,685
+625
+5% +$46.4K 0.48% 28
2021
Q3 		$897K Sell
12,060
-1,836
-13% -$140K 0.47% 28
2021
Q2 		$1.03M Buy
13,896
+7,236
+109% +$543K 0.51% 28
2021
Q1 		$478K Buy
6,660
+451
+7% +$32K 0.26% 37
2020
Q4 		$424K Buy
6,209
+1,860
+43% +$117K 0.24% 38
2020
Q3 		$257K Buy
4,349
+684
+19% +$39.2K 0.17% 45
2020
Q2 		$207K Buy
+3,665
New +$185K 0.14% 55
2020
Q1 		– Sell
-3,634
Closed -$226K – 58
2019
Q4 		$226K Buy
+3,634
New +$218K 0.15% 55

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Stonehearth Capital Management's SCZ Position: Q3 2026 in Review

Stonehearth Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 20,937 shares — an estimated $1.72M sold.

Stonehearth Capital Management first reported a position in SCZ in Q4 2019 and held it in 18 quarters. The position peaked at $6.1M in Q3 2024. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Stonehearth Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 20,937 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.72M.
  • Stonehearth Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 18 quarters.
  • Stonehearth Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6.1M in Q3 2024.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Stonehearth Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.