RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 Q2	$265K	Sell	3,225 -2,736	-46%	-$229K	0.03%	80
2026 Q1	$461K	Hold	5,961	–	–	0.07%	62
2025 Q4	$462K	Buy	5,961 +114	+2%	+$8.74K	0.07%	64
2025 Q3	$449K	Hold	5,847	–	–	0.08%	63
2025 Q2	$424K	Buy	5,847 +87	+2%	+$5.89K	0.08%	61
2025 Q1	$368K	Hold	5,760	–	–	0.08%	59
2024 Q4	$350K	Buy	5,760 +115	+2%	+$7.32K	0.08%	59
2024 Q3	$382K	Hold	5,645	–	–	0.09%	56
2024 Q2	$348K	Buy	5,645 +81	+1%	+$5.08K	0.1%	64
2024 Q1	$352K	Hold	5,564	–	–	0.11%	61
2023 Q4	$344K	Buy	5,564 +74	+1%	+$4.23K	0.1%	57
2023 Q3	$310K	Hold	5,490	–	–	0.11%	53
2023 Q2	$324K	Buy	5,490 +90	+2%	+$5.38K	0.11%	52
2023 Q1	$321K	Hold	5,400	–	–	0.12%	49
2022 Q4	$305K	Hold	5,400	–	–	0.12%	44
2022 Q3	$263K	Hold	5,400	–	–	0.12%	45
2022 Q2	$295K	Buy	5,400 +109	+2%	+$6.59K	0.13%	43
2022 Q1	$351K	Buy	5,291 +5	+0.1%	+$340	0.13%	41
2021 Q4	$386K	Buy	5,286 +102	+2%	+$7.57K	0.13%	39
2021 Q3	$386K	Hold	5,184	–	–	0.13%	34
2021 Q2	$384K	Buy	5,184 +48	+0.9%	+$3.6K	0.13%	35
2021 Q1	$369K	Buy	5,136 +1	+0%	+$71	0.13%	41
2020 Q4	$351K	Buy	5,135 +37	+0.7%	+$2.33K	0.12%	38
2020 Q3	$301K	Hold	5,098	–	–	0.11%	38
2020 Q2	$273K	Buy	5,098 +50	+1%	+$2.52K	0.1%	40
2020 Q1	$226K	Sell	5,048 -889	-15%	-$49.4K	0.08%	43
2019 Q4	$370K	Buy	5,937 +65	+1%	+$3.91K	0.13%	50
2019 Q3	$336K	Buy	+5,872	New	+$332K	0.12%	51
2019 Q2	–	Sell	-11,837	Closed	-$680K	–	1273
2019 Q1	$680K	Buy	11,837 +972	+9%	+$54.4K	0.27%	20
2018 Q4	$563K	Buy	10,865 +4,671	+75%	+$262K	0.21%	34
2018 Q3	$386K	Hold	6,194	–	–	0.14%	55
2018 Q2	$389K	Buy	6,194 +31	+0.5%	+$2.03K	0.14%	44
2018 Q1	$402K	Hold	6,163	–	–	0.15%	49
2017 Q4	$398K	Buy	6,163 +29	+0.5%	+$1.82K	0.15%	53
2017 Q3	$380K	Buy	6,134 +3,632	+145%	+$217K	0.15%	52
2017 Q2	$145K	Buy	2,502 +34	+1%	+$1.94K	0.06%	89
2017 Q1	$134K	Hold	2,468	–	–	0.07%	64
2016 Q4	$123K	Buy	2,468 +36	+1%	+$1.82K	0.06%	63
2016 Q3	$127K	Hold	2,432	–	–	0.07%	68
2016 Q2	$117K	Buy	2,432 +34	+1%	+$1.71K	0.06%	65
2016 Q1	$119K	Hold	2,398	–	–	0.07%	66
2015 Q4	$120K	Buy	2,398 +20	+0.8%	+$1K	0.07%	61
2015 Q3	$114K	Buy	2,378 +27	+1%	+$1.35K	0.07%	65
2015 Q2	$120K	Hold	2,351	–	–	0.07%	63
2015 Q1	$116K	Hold	2,351	–	–	0.07%	61
2014 Q4	$110K	Buy	2,351 +531	+29%	+$25.1K	0.07%	60
2014 Q3	$88.2K	Buy	1,820 +20	+1%	+$1.02K	0.07%	63
2014 Q2	$95.3K	Buy	1,800 +800	+80%	+$41.8K	0.07%	61
2014 Q1	$52.2K	Sell	1,000 -1,351	-57%	-$69.3K	0.04%	77
2013 Q4	$110K	Buy	+2,351	New	+$117K	0.07%	60

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

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

MWM

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 46% in Q2 2026, selling an estimated $229K and leaving 3,225 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #80.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $680K in Q1 2019. 291 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3,225 shares of iShares MSCI EAFE Small-Cap ETF worth $265K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 2,736 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $229K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #80 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $680K in Q1 2019.
291 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.