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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
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Stonehearth Capital Management's SCZ Position: Q2 2026 in Review

Stonehearth Capital Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 20,937 shares worth $1.72M. The stake represents 0.59% of the portfolio and ranks #25 among its holdings. This is a return to the name: Stonehearth Capital Management previously reported a position in SCZ as recently as Q3 2025.

Stonehearth Capital Management first reported a position in SCZ in Q4 2019 and has held it in 18 quarters since. The position peaked at $6.1M in Q3 2024. 184 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Stonehearth Capital Management held 20,937 shares of iShares MSCI EAFE Small-Cap ETF worth $1.72M as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new Stonehearth Capital Management position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.59% of Stonehearth Capital Management's portfolio in Q2 2026, its #25 holding.
  • Stonehearth Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Stonehearth Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6.1M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.