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Advisory Solutions Group, LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Advisory Solutions Group, LLC’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 		$649K Buy
+7,886
New +$660K 0.22% 96

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
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

Advisory Solutions Group, LLC's SCZ Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 7,886 shares worth $649K. The stake represents 0.22% of the portfolio and ranks #96 among its holdings.

345 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Advisory Solutions Group, LLC held 7,886 shares of iShares MSCI EAFE Small-Cap ETF worth $649K as of Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.22% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #96 holding.
  • 345 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.