Y-Intercept (HK)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Y-Intercept (HK)’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	–	Sell	-12,414	Closed	-$973K	–	2112
2026 Q1	$973K	Buy	12,414 +3,243	+35%	+$264K	0.02%	1045
2025 Q4	$711K	Buy	+9,171	New	+$703K	0.02%	1118
2024 Q3	–	Sell	-5,440	Closed	-$335K	–	1749
2024 Q2	$335K	Buy	+5,440	New	+$341K	0.02%	989
2022 Q4	–	Sell	-50,667	Closed	-$2.47M	–	1312
2022 Q3	$2.47M	Buy	50,667 +34,898	+221%	+$1.91M	0.25%	106
2022 Q2	$861K	Buy	+15,769	New	+$954K	0.11%	269
2021 Q4	–	Sell	-8,497	Closed	-$632K	–	851
2021 Q3	$632K	Buy	+8,497	New	+$647K	0.11%	280

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

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return