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 Q3	$568K	Sell	6,728 -2,315	-26%	-$197K	0.34%	65
2026 Q2	$744K	Hold	9,043	–	–	0.49%	55
2026 Q1	$721K	Sell	9,043 -17	-0.2%	-$1.38K	0.54%	49
2025 Q4	$702K	Sell	9,060 -115	-1%	-$8.82K	0.53%	46
2025 Q3	$704K	Sell	9,175 -51	-0.6%	-$3.82K	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 $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Williams & Novak's SCZ Position: Q3 2026 in Review

Williams & Novak reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 26% in Q3 2026, selling an estimated $197K and leaving 6,728 shares worth $568K. The position accounts for 0.34% of the portfolio, ranked #65.

Williams & Novak first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2024. 186 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Williams & Novak held 6,728 shares of iShares MSCI EAFE Small-Cap ETF worth $568K as of Q3 2026.
Williams & Novak sold 2,315 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $197K.
iShares MSCI EAFE Small-Cap ETF made up 0.34% of Williams & Novak's portfolio in Q3 2026, its #65 holding.
Williams & Novak first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares MSCI EAFE Small-Cap ETF position peaked at $1.11M in Q1 2024.
186 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.