Valeo Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $342K | Buy |
4,161
+258
| +7% | +$21.6K | 0.01% | 576 |
|
|
2026
Q1 | $306K | Hold |
3,903
| – | – | 0.01% | 537 |
|
|
2025
Q4 | $303K | Sell |
3,903
-1,175
| -23% | -$90.1K | 0.01% | 621 |
|
|
2025
Q3 | $390K | Sell |
5,078
-1,120
| -18% | -$83.8K | 0.01% | 523 |
|
|
2025
Q2 | $450K | Buy |
6,198
+934
| +18% | +$63.2K | 0.01% | 481 |
|
|
2025
Q1 | $334K | Sell |
5,264
-382
| -7% | -$24.1K | 0.01% | 506 |
|
|
2024
Q4 | $343K | Sell |
5,646
-1,750
| -24% | -$111K | 0.01% | 500 |
|
|
2024
Q3 | $501K | Buy |
7,396
+1,728
| +30% | +$111K | 0.01% | 411 |
|
|
2024
Q2 | $349K | Buy |
5,668
+428
| +8% | +$26.8K | 0.01% | 474 |
|
|
2024
Q1 | $321K | Sell |
5,240
-790
| -13% | -$48.3K | 0.01% | 482 |
|
|
2023
Q4 | $373K | Sell |
6,030
-1,456
| -19% | -$83.2K | 0.02% | 428 |
|
|
2023
Q3 | $423K | Buy |
7,486
+827
| +12% | +$48.8K | 0.02% | 376 |
|
|
2023
Q2 | $393K | Buy |
6,659
+1,132
| +20% | +$67.7K | 0.02% | 364 |
|
|
2023
Q1 | $329K | Sell |
5,527
-8
| -0.1% | -$475 | 0.02% | 419 |
|
|
2022
Q4 | $313K | Sell |
5,535
-317
| -5% | -$17K | 0.02% | 377 |
|
|
2022
Q3 | $285K | Hold |
5,852
| – | – | 0.02% | 363 |
|
|
2022
Q2 | $319K | Buy |
5,852
+690
| +13% | +$41.7K | 0.02% | 326 |
|
|
2022
Q1 | $342K | Buy |
5,162
+95
| +2% | +$6.45K | 0.02% | 419 |
|
|
2021
Q4 | $370K | Sell |
5,067
-597
| -11% | -$44.3K | 0.02% | 370 |
|
|
2021
Q3 | $421K | Buy |
5,664
+1,907
| +51% | +$145K | 0.02% | 339 |
|
|
2021
Q2 | $279K | Sell |
3,757
-105,262
| -97% | -$7.9M | 0.02% | 375 |
|
|
2021
Q1 | $7.83M | Sell |
109,019
-1
| -0% | -$71 | 0.36% | 39 |
|
|
2020
Q4 | $7.45M | Buy |
109,020
+105,107
| +2,686% | +$6.63M | 0.38% | 36 |
|
|
2020
Q3 | $231K | Sell |
3,913
-14
| -0.4% | -$803 | 0.02% | 294 |
|
|
2020
Q2 | $211K | Buy |
3,927
+241
| +7% | +$12.1K | 0.02% | 312 |
|
|
2020
Q1 | $174K | Buy |
3,686
+113
| +3% | +$6.28K | 0.02% | 317 |
|
|
2019
Q4 | $223K | Buy |
3,573
+53
| +2% | +$3.19K | 0.02% | 300 |
|
|
2019
Q3 | $201K | Buy |
3,520
+1
| +0% | +$57 | 0.02% | 298 |
|
|
2019
Q2 | $202K | Buy |
3,519
+85
| +2% | +$4.91K | 0.02% | 287 |
|
|
2019
Q1 | $197K | Hold |
3,434
| – | – | 0.02% | 281 |
|
|
2018
Q4 | $178K | Buy |
3,434
+343
| +11% | +$19.2K | 0.03% | 271 |
|
|
2018
Q3 | $174K | Hold |
3,091
| – | – | 0.02% | 293 |
|
|
2018
Q2 | $189K | Buy |
3,091
+2,555
| +477% | +$167K | 0.03% | 286 |
|
|
2018
Q1 | $35K | Buy |
536
+485
| +951% | +$32K | 0.01% | 571 |
|
|
2017
Q4 | $3K | Buy |
51
+28
| +122% | +$1.76K | ﹤0.01% | 1129 |
|
|
2017
Q3 | $1K | Buy |
+23
| New | +$1.38K | ﹤0.01% | 1124 |
|
Other funds holding SCZ
TWIM
TCIIS
Valeo Financial Advisors's SCZ Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.6% in Q2 2026, buying an estimated $21.6K and bringing the position to 4,161 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #576.
Valeo Financial Advisors first reported a position in SCZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.83M in Q1 2021. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Valeo Financial Advisors held 4,161 shares of iShares MSCI EAFE Small-Cap ETF worth $342K as of Q2 2026.
- Valeo Financial Advisors bought 258 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $21.6K.
- iShares MSCI EAFE Small-Cap ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #576 holding.
- Valeo Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $7.83M in Q1 2021.
- 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.