Vima LLC
SCZ icon

Vima LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Vima 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
Q3 		$10.5K Hold
124
– – 0.01% 254
2026
Q2 		$10.2K Buy
+124
New +$10.4K 0.01% 272
2024
Q2 		– Sell
-124
Closed -$7.38K – 310
2024
Q1 		$7.38K Hold
124
– – 0.01% 263
2023
Q4 		$7.68K Buy
+124
New +$7.08K 0.02% 264

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Vima LLC's SCZ Position: Q3 2026 in Review

Vima LLC held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 124 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #254.

Vima LLC first reported a position in SCZ in Q4 2023 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Vima LLC held 124 shares of iShares MSCI EAFE Small-Cap ETF worth $10.5K as of Q3 2026.
  • Vima LLC left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Vima LLC's portfolio in Q3 2026, its #254 holding.
  • Vima LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.