Williams & Novak’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Williams & Novak’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	$744K	Hold	9,043	–	–	0.5%	55
2026 Q1	$721K	Sell	9,043 -17	-0.2%	-$1.38K	0.54%	49
2025 Q4	$702K	Sell	9,060 -115	-1%	-$8.81K	0.53%	46
2025 Q3	$704K	Sell	9,175 -51	-0.6%	-$3.81K	0.54%	46
2025 Q2	$671K	Sell	9,226 -1,415	-13%	-$95.8K	0.57%	49
2025 Q1	$676K	Buy	10,641 +186	+2%	+$11.7K	0.66%	41
2024 Q4	$635K	Sell	10,455 -2,198	-17%	-$140K	0.61%	43
2024 Q3	$857K	Sell	12,653 -953	-7%	-$61.3K	0.8%	35
2024 Q2	$839K	Sell	13,606 -4,345	-24%	-$272K	0.78%	34
2024 Q1	$1.11M	Hold	17,951	–	–	1.26%	27
2023 Q4	$1.11M	Buy	+17,951	New	+$1.03M	1.26%	27

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

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

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return