Wealth Preservation Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealth Preservation Advisors’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	$343K	Hold	4,063	–	–	0.16%	73
2026 Q2	$334K	Hold	4,063	–	–	0.19%	60
2026 Q1	$319K	Hold	4,063	–	–	0.26%	45
2025 Q4	$315K	Hold	4,063	–	–	0.16%	65
2025 Q3	$312K	Hold	4,063	–	–	0.18%	61
2025 Q2	$295K	Hold	4,063	–	–	0.18%	69
2025 Q1	$258K	Buy	+4,063	New	+$257K	0.18%	64

Other funds holding SCZ

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealth Preservation Advisors's SCZ Position: Q3 2026 in Review

Wealth Preservation Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 4,063 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #73.

Wealth Preservation Advisors first reported a position in SCZ in Q1 2025 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Wealth Preservation Advisors held 4,063 shares of iShares MSCI EAFE Small-Cap ETF worth $343K as of Q3 2026.
Wealth Preservation Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.16% of Wealth Preservation Advisors's portfolio in Q3 2026, its #73 holding.
Wealth Preservation Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.