Twin Focus Capital Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Twin Focus Capital Partners’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	$602K	Hold	7,320	–	–	0.06%	117
2026 Q1	$574K	Hold	7,320	–	–	0.07%	125
2025 Q4	$568K	Hold	7,320	–	–	0.07%	121
2025 Q3	$562K	Hold	7,320	–	–	0.07%	120
2025 Q2	$532K	Sell	7,320 -7,455	-50%	-$505K	0.07%	106
2025 Q1	$939K	Sell	14,775 -10,630	-42%	-$671K	0.15%	80
2024 Q4	$1.54M	Sell	25,405 -18,390	-42%	-$1.17M	0.23%	64
2024 Q3	$2.96M	Sell	43,795 -51,420	-54%	-$3.31M	0.47%	44
2024 Q2	$5.87M	Sell	95,215 -7,767	-8%	-$487K	0.94%	29
2024 Q1	$6.52M	Sell	102,982 -22,855	-18%	-$1.4M	1.24%	22
2023 Q4	$7.79M	Sell	125,837 -616	-0.5%	-$35.2K	1.58%	18
2023 Q3	$7.14M	Sell	126,453 -5,200	-4%	-$307K	1.6%	18
2023 Q2	$7.76M	Sell	131,653 -9,635	-7%	-$576K	1.57%	17
2023 Q1	$8.41M	Sell	141,288 -5,265	-4%	-$313K	1.67%	17
2022 Q4	$8.28M	Sell	146,553 -34,260	-19%	-$1.84M	1.73%	17
2022 Q3	$8.82M	Sell	180,813 -566	-0.3%	-$31K	2.12%	13
2022 Q2	$9.9M	Buy	181,379 +1,277	+0.7%	+$77.3K	2.22%	12
2022 Q1	$11.9M	Sell	180,102 -2,468	-1%	-$168K	2.32%	12
2021 Q4	$13.3M	Sell	182,570 -3,007	-2%	-$223K	2.67%	11
2021 Q3	$13.8M	Buy	185,577 +4,007	+2%	+$305K	3.22%	8
2021 Q2	$13.5M	Buy	181,570 +9,331	+5%	+$700K	3.12%	6
2021 Q1	$12.4M	Buy	172,239 +4,770	+3%	+$339K	3.54%	6
2020 Q4	$11.4M	Buy	167,469 +2,750	+2%	+$174K	3.51%	7
2020 Q3	$9.72M	Buy	164,719 +2,495	+2%	+$143K	3.54%	7
2020 Q2	$8.7M	Buy	162,224 +108,032	+199%	+$5.44M	3.49%	7
2020 Q1	$2.43M	Buy	54,192 +9,635	+22%	+$536K	1.12%	20
2019 Q4	$2.77M	Buy	44,557 +2,927	+7%	+$176K	0.89%	21
2019 Q3	$2.38M	Hold	41,630	–	–	0.94%	23
2019 Q2	$2.39M	Hold	41,630	–	–	1.01%	23
2019 Q1	$2.39M	Sell	41,630 -11,970	-22%	-$670K	1.12%	23
2018 Q4	$2.78M	Buy	+53,600	New	+$3M	1.24%	21

Other funds holding SCZ

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Twin Focus Capital Partners's SCZ Position: Q2 2026 in Review

Twin Focus Capital Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 7,320 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #117.

Twin Focus Capital Partners first reported a position in SCZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.8M in Q3 2021. 320 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Twin Focus Capital Partners held 7,320 shares of iShares MSCI EAFE Small-Cap ETF worth $602K as of Q2 2026.
Twin Focus Capital Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Twin Focus Capital Partners's portfolio in Q2 2026, its #117 holding.
Twin Focus Capital Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Twin Focus Capital Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $13.8M in Q3 2021.
320 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.