TSMHT
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Thurston Springer Miller Herd & Titak’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$21.1K Buy
256
+89
+53% +$7.45K 0.01% 669
2026
Q1 		$13.1K Sell
167
-260
-61% -$21.1K 0.01% 858
2025
Q4 		$33.3K Buy
+427
New +$32.7K 0.01% 598
2025
Q3 		– Sell
-1,255
Closed -$91.4K – 1215
2025
Q2 		$91.4K Buy
1,255
+371
+42% +$25.1K 0.01% 526
2025
Q1 		$56.2K Buy
884
+309
+54% +$19.5K 0.01% 593
2024
Q4 		$35K Buy
575
+124
+27% +$7.89K 0.01% 607
2024
Q3 		$30.5K Buy
451
+39
+9% +$2.51K 0.01% 698
2024
Q2 		$25.4K Buy
+412
New +$25.8K 0.01% 737

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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
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