Westmount Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Westmount Partners’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	$1.06M	Buy	12,829 +263	+2%	+$22K	0.23%	87
2026 Q1	$985K	Buy	12,566 +492	+4%	+$40K	0.24%	83
2025 Q4	$936K	Sell	12,074 -914	-7%	-$70.1K	0.23%	82
2025 Q3	$999K	Sell	12,988 -175	-1%	-$13.1K	0.26%	75
2025 Q2	$957K	Sell	13,163 -20	-0.2%	-$1.35K	0.26%	76
2025 Q1	$838K	Sell	13,183 -382	-3%	-$24.1K	0.26%	83
2024 Q4	$824K	Buy	13,565 +510	+4%	+$32.4K	0.25%	80
2024 Q3	$884K	Sell	13,055 -414	-3%	-$26.6K	0.27%	78
2024 Q2	$828K	Buy	13,469 +139	+1%	+$8.71K	0.27%	76
2024 Q1	$844K	Sell	13,330 -166	-1%	-$10.2K	0.3%	72
2023 Q4	$835K	Buy	13,496 +682	+5%	+$39K	0.34%	64
2023 Q3	$724K	Buy	12,814 +635	+5%	+$37.5K	0.32%	74
2023 Q2	$718K	Buy	12,179 +173	+1%	+$10.3K	0.31%	68
2023 Q1	$714K	Buy	12,006 +506	+4%	+$30K	0.33%	68
2022 Q4	$650K	Buy	+11,500	New	+$617K	0.34%	72

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

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

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return