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James T. Borello RIA’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

James T. Borello RIA’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 		$7.77K Hold
92
– – ﹤0.01% 671
2026
Q2 		$7.57K Hold
92
– – ﹤0.01% 672
2026
Q1 		$7.21K Hold
92
– – ﹤0.01% 660
2025
Q4 		$7.13K Hold
92
– – ﹤0.01% 497
2025
Q3 		$7.06K Hold
92
– – ﹤0.01% 366
2025
Q2 		$6.69K Buy
+92
New +$6.23K ﹤0.01% 218

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

James T. Borello RIA's SCZ Position: Q3 2026 in Review

James T. Borello RIA held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 92 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

James T. Borello RIA first reported a position in SCZ in Q2 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • James T. Borello RIA held 92 shares of iShares MSCI EAFE Small-Cap ETF worth $7.77K as of Q3 2026.
  • James T. Borello RIA left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #671 holding.
  • James T. Borello RIA first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.