Planning Strategies Inc.’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Planning Strategies Inc.’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	$658	Buy	+8	New	+$670	﹤0.01%	812

Other funds holding SCZ

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Planning Strategies Inc.'s SCZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 8 shares worth $658. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

340 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Planning Strategies Inc. held 8 shares of iShares MSCI EAFE Small-Cap ETF worth $658 as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #812 holding.
340 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.