Public ownership evidence

iShares MSCI EAFE Small-Cap ETF (SCZ) Ownership Disclosures

Read SCZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MSCI EAFE Small-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
3,555
Value (USD)
$292,442
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-293,555$292,442None
Cornerstone Financial Management LLC2026-03-312026-08-293,551$278,440None
Cornerstone Financial Management LLC2025-12-312026-08-294,199$325,535None
Corient Private Wealth LP2026-06-302026-08-28234,532$19,294,982None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28345$28,383None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28345$27,051None
Legacy Edge Advisors, LLC2025-09-302026-08-274,814$369,330None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2612,645$1,040,279None
Forefront Wealth Partners, LLC2026-06-302026-08-2115,655$1,287,956None
Rehmann Capital Advisory Group2026-06-302026-08-216,843$563,031None
Kingsview Wealth Management, LLC2026-06-302026-08-2029,095$2,393,687None
Archer Investment Corp2026-06-302026-08-2012$987None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,968$326,447None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2023,527$1,935,566None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20388,759$31,983,188None
Beacon Pointe Advisors, LLC2026-06-302026-08-1988,345$7,268,111None
Copia Wealth Management2026-06-302026-08-191,120$92,142None
JDM Financial Group LLC2026-06-302026-08-19875$71,986None
Glenview Trust Co2026-06-302026-08-19815$67,050None
Glenview Trust Co2026-06-302026-08-1912,113$996,536None
Jacobs Equity LLC2026-06-302026-08-183,684$303,083None
Legacy Edge Advisors, LLC2025-06-302026-08-184,154$301,913None
Legacy Edge Advisors, LLC2024-09-302026-08-184,094$277,164None
Legacy Edge Advisors, LLC2024-06-302026-08-185,210$321,144None
Legacy Edge Advisors, LLC2024-03-312026-08-184,100$259,653None
Legacy Edge Advisors, LLC2023-12-312026-08-184,532$280,555None
Strive Financial Group ,LLC2026-06-302026-08-18317$26,080None
Corient Private Wealth LP2026-06-302026-08-18242,395$19,941,921None
Pure Financial Advisors, LLC2026-06-302026-08-18295,814$24,336,619None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1818,380$1,520,168None
Equitable Holdings, Inc.2026-06-302026-08-1810,496$863,535None
BITTERROOT CAPITAL ADVISORS LLC2026-06-302026-08-15646$53,146None
Michael Brady & Co., LLC2026-06-302026-08-155,449$448,306None
Note Advisors, LLC2026-06-302026-08-152,764$227,394None
Synergy Investment Management, LLC2026-06-302026-08-1522$1,810None
TORONTO DOMINION BANK2026-06-302026-08-1514,758$1,214,141None
SEI INVESTMENTS CO2026-06-302026-08-15105,860$8,709,102None
SEI INVESTMENTS CO2026-06-302026-08-15812$66,810None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15369$30,358None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15142,085$11,689,333None
Modern Wealth Management, LLC2026-06-302026-08-153,996$328,754None
Mutual Advisors, LLC2026-06-302026-08-157,282$599,071None
Nemes Rush Group LLC2026-06-302026-08-15256$21,061None
Wealth Preservation Advisors, LLC2026-06-302026-08-154,063$334,263None
VANCE WEALTH, LLC2026-06-302026-08-1528,383$2,335,069None
AIRE ADVISORS, LLC2026-06-302026-08-1526,677$2,194,724None
NFSG Corp2026-06-302026-08-15334$27,478None
XTX Topco Ltd2026-06-302026-08-153,013$247,880None
Sierra Capital LLC2026-06-302026-08-155,723$470,831None
Fi3 FINANCIAL ADVISORS, LLC2026-06-302026-08-1550,162$5,210,850None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Forefront Wealth Partners, LLC ↗Rehmann Capital Advisory Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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