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

Winnow Wealth’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 		$377K Sell
4,465
-1,712
-28% -$146K 0.25% 107
2026
Q2 		$508K Buy
6,177
+609
+11% +$51K 0.35% 87
2026
Q1 		$437K Buy
5,568
+5,555
+42,731% +$452K 0.34% 82
2025
Q4 		$1.01K Buy
+13
New +$997 ﹤0.01% 429

Other funds holding SCZ

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
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Winnow Wealth's SCZ Position: Q3 2026 in Review

Winnow Wealth reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 28% in Q3 2026, selling an estimated $146K and leaving 4,465 shares worth $377K. The position accounts for 0.25% of the portfolio, ranked #107.

Winnow Wealth first reported a position in SCZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $508K in Q2 2026. 155 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Winnow Wealth held 4,465 shares of iShares MSCI EAFE Small-Cap ETF worth $377K as of Q3 2026.
  • Winnow Wealth sold 1,712 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $146K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.25% of Winnow Wealth's portfolio in Q3 2026, its #107 holding.
  • Winnow Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Winnow Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $508K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.