Wealth Enhancement Advisory Services
SCZ icon

Wealth Enhancement Advisory Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.79M Buy
105,643
+3,578
+4% +$304K 0.01% 787
2026
Q2 		$8.51M Buy
102,065
+4,743
+5% +$397K 0.01% 751
2026
Q1 		$7.69M Sell
97,322
-19,165
-16% -$1.56M 0.02% 690
2025
Q4 		$9.23M Buy
116,487
+4,061
+4% +$311K 0.01% 724
2025
Q3 		$8.65M Sell
112,426
-6,239
-5% -$467K 0.01% 716
2025
Q2 		$8.66M Sell
118,665
-9,727
-8% -$658K 0.01% 685
2025
Q1 		$8.16M Sell
128,392
-9,155
-7% -$578K 0.02% 652
2024
Q4 		$8.36M Buy
137,547
+1,146
+0.8% +$72.9K 0.02% 620
2024
Q3 		$9.23M Sell
136,401
-6,236
-4% -$401K 0.02% 534
2024
Q2 		$8.79M Sell
142,637
-6,353
-4% -$398K 0.02% 518
2024
Q1 		$9.44M Sell
148,990
-4,886
-3% -$299K 0.02% 495
2023
Q4 		$9.5M Sell
153,876
-8,873
-5% -$507K 0.03% 444
2023
Q3 		$9.19M Buy
162,749
+122,635
+306% +$7.24M 0.03% 434
2023
Q2 		$2.37M Sell
40,114
-443,072
-92% -$26.5M 0.03% 181
2023
Q1 		$28.8M Buy
483,186
+45,199
+10% +$2.68M 0.33% 42
2022
Q4 		$26.6M Buy
437,987
+50,975
+13% +$2.74M 0.34% 49
2022
Q3 		$19M Buy
387,012
+98,200
+34% +$5.38M 0.27% 55
2022
Q2 		$15.8M Buy
288,812
+69,639
+32% +$4.21M 0.22% 60
2022
Q1 		$14.8M Buy
219,173
+19,880
+10% +$1.35M 0.2% 64
2021
Q4 		$13.7M Buy
199,293
+38,546
+24% +$2.86M 0.2% 58
2021
Q3 		$12.3M Buy
160,747
+22,345
+16% +$1.7M 0.18% 64
2021
Q2 		$10.3M Buy
138,402
+14,278
+12% +$1.07M 0.17% 67
2021
Q1 		$9.11M Buy
124,124
+20,731
+20% +$1.47M 0.17% 69
2020
Q4 		$7.14M Buy
103,393
+12,740
+14% +$804K 0.16% 55
2020
Q3 		$5.58M Sell
90,653
-1,281
-1% -$73.4K 0.15% 57
2020
Q2 		$5.19M Sell
91,934
-64,310
-41% -$3.24M 0.15% 57
2020
Q1 		$7.58M Buy
156,244
+76,931
+97% +$4.28M 0.27% 47
2019
Q4 		$4.94M Buy
79,313
+23,683
+43% +$1.42M 0.17% 63
2019
Q3 		$3.22M Buy
55,630
+21,707
+64% +$1.23M 0.13% 75
2019
Q2 		$1.95M Buy
33,923
+18,356
+118% +$1.06M 0.09% 99
2019
Q1 		$921K Buy
15,567
+10,753
+223% +$602K 0.05% 146
2018
Q4 		$266K Buy
4,814
+829
+21% +$46.4K 0.02% 160
2018
Q3 		$220K Buy
3,985
+497
+14% +$31K 0.01% 160
2018
Q2 		$220K Buy
+3,488
New +$228K 0.01% 157

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCZ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.5% in Q3 2026, buying an estimated $304K and bringing the position to 105,643 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #787.

Wealth Enhancement Advisory Services first reported a position in SCZ in Q2 2018 and has held it in 34 quarters since. The position peaked at $28.8M in Q1 2023. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 105,643 shares of iShares MSCI EAFE Small-Cap ETF worth $8.79M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,578 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $304K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #787 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 34 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI EAFE Small-Cap ETF position peaked at $28.8M in Q1 2023.
  • 334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.