Upper Left Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Upper Left Wealth 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 Q3	$325K	Buy	3,847 +349	+10%	+$29.7K	0.17%	59
2026 Q2	$288K	Buy	3,498 +36	+1%	+$3.02K	0.16%	64
2026 Q1	$271K	Sell	3,462 -89	-3%	-$7.24K	0.16%	63
2025 Q4	$275K	Buy	3,551 +247	+7%	+$18.9K	0.17%	61
2025 Q3	$253K	Buy	3,304 +130	+4%	+$9.7K	0.16%	61
2025 Q2	$231K	Buy	+3,174	New	+$215K	0.15%	62
2025 Q1	–	Sell	-5,024	Closed	-$305K	–	64
2024 Q4	$305K	Buy	+5,024	New	+$320K	0.26%	53

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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 Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Upper Left Wealth Management's SCZ Position: Q3 2026 in Review

Upper Left Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 10% in Q3 2026, buying an estimated $29.7K and bringing the position to 3,847 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #59.

Upper Left Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Upper Left Wealth Management held 3,847 shares of iShares MSCI EAFE Small-Cap ETF worth $325K as of Q3 2026.
Upper Left Wealth Management bought 349 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $29.7K.
iShares MSCI EAFE Small-Cap ETF made up 0.17% of Upper Left Wealth Management's portfolio in Q3 2026, its #59 holding.
Upper Left Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.