T
SCZ icon

TrueFG’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

TrueFG’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 		$318K Sell
3,771
-209
-5% -$17.8K 0.07% 57
2026
Q2 		$327K Buy
3,980
+3
+0.1% +$251 0.08% 54
2026
Q1 		$312K Buy
3,977
+46
+1% +$3.74K 0.08% 50
2025
Q4 		$305K Buy
3,931
+4
+0.1% +$307 0.08% 52
2025
Q3 		$301K Hold
3,927
– – 0.08% 52
2025
Q2 		$285K Sell
3,927
-41
-1% -$2.78K 0.08% 45
2025
Q1 		$252K Sell
3,968
-19
-0.5% -$1.2K 0.08% 42
2024
Q4 		$242K Sell
3,987
-122
-3% -$7.76K 0.08% 47
2024
Q3 		$278K Sell
4,109
-7
-0.2% -$450 0.09% 41
2024
Q2 		$254K Buy
4,116
+13
+0.3% +$815 0.09% 41
2024
Q1 		$260K Buy
4,103
+10
+0.2% +$612 0.1% 40
2023
Q4 		$253K Buy
4,093
+129
+3% +$7.37K 0.1% 38
2023
Q3 		$224K Buy
3,964
+455
+13% +$26.8K 0.1% 38
2023
Q2 		$207K Buy
3,509
+26
+0.7% +$1.56K 0.09% 37
2023
Q1 		$207K Sell
3,483
-115
-3% -$6.83K 0.09% 37
2022
Q4 		$203K Buy
+3,598
New +$193K 0.1% 37
2022
Q2 		– Sell
-3,414
Closed -$226K – 36
2022
Q1 		$226K Buy
3,414
+17
+0.5% +$1.15K 0.1% 36
2021
Q4 		$248K Buy
3,397
+14
+0.4% +$1.04K 0.11% 35
2021
Q3 		$258K Buy
3,383
+41
+1% +$3.12K 0.12% 34
2021
Q2 		$248K Buy
3,342
+30
+0.9% +$2.25K 0.13% 32
2021
Q1 		$238K Sell
3,312
-664
-17% -$47.1K 0.13% 31
2020
Q4 		$272K Buy
3,976
+31
+0.8% +$1.96K 0.16% 30
2020
Q3 		$233K Buy
3,945
+33
+0.8% +$1.89K 0.16% 31
2020
Q2 		$210K Buy
+3,912
New +$197K 0.16% 31
2020
Q1 		– Sell
-6,013
Closed -$374K – 30
2019
Q4 		$374K Buy
+6,013
New +$361K 0.28% 24

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
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
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

TrueFG's SCZ Position: Q3 2026 in Review

TrueFG reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.3% in Q3 2026, selling an estimated $17.8K and leaving 3,771 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #57.

TrueFG first reported a position in SCZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $374K in Q4 2019. 147 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • TrueFG held 3,771 shares of iShares MSCI EAFE Small-Cap ETF worth $318K as of Q3 2026.
  • TrueFG sold 209 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $17.8K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of TrueFG's portfolio in Q3 2026, its #57 holding.
  • TrueFG first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • TrueFG's iShares MSCI EAFE Small-Cap ETF position peaked at $374K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.