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 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%	+$9.73K	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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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 $939M AUM 22.84% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Upper Left Wealth Management's SCZ Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1% in Q2 2026, buying an estimated $3.02K and bringing the position to 3,498 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #64.

Upper Left Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q4 2024. 139 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Upper Left Wealth Management held 3,498 shares of iShares MSCI EAFE Small-Cap ETF worth $288K as of Q2 2026.
Upper Left Wealth Management bought 36 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $3.02K.
iShares MSCI EAFE Small-Cap ETF made up 0.16% of Upper Left Wealth Management's portfolio in Q2 2026, its #64 holding.
Upper Left Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Upper Left Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $305K in Q4 2024.
139 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.