Vannoy Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Vannoy Advisory Group’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	$336K	Sell	4,086 -241	-6%	-$20.2K	0.19%	27
2026 Q1	$339K	Sell	4,327 -44	-1%	-$3.58K	0.21%	26
2025 Q4	$339K	Sell	4,371 -91	-2%	-$6.98K	0.21%	26
2025 Q3	$342K	Hold	4,462	–	–	0.22%	26
2025 Q2	$324K	Sell	4,462 -79	-2%	-$5.35K	0.22%	24
2025 Q1	$288K	Hold	4,541	–	–	0.21%	25
2024 Q4	$276K	Hold	4,541	–	–	0.21%	26
2024 Q3	$307K	Hold	4,541	–	–	0.22%	26
2024 Q2	$280K	Hold	4,541	–	–	0.22%	26
2024 Q1	$288K	Hold	4,541	–	–	0.22%	25
2023 Q4	$281K	Buy	+4,541	New	+$259K	0.23%	26

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

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Vannoy Advisory Group's SCZ Position: Q2 2026 in Review

Vannoy Advisory Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5.6% in Q2 2026, selling an estimated $20.2K and leaving 4,086 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #27.

Vannoy Advisory Group first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q3 2025. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Vannoy Advisory Group held 4,086 shares of iShares MSCI EAFE Small-Cap ETF worth $336K as of Q2 2026.
Vannoy Advisory Group sold 241 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $20.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.19% of Vannoy Advisory Group's portfolio in Q2 2026, its #27 holding.
Vannoy Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Vannoy Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $342K in Q3 2025.
376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Vannoy Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.