CM WEALTH ADVISORS LLC SCZ — iShares MSCI EAFE SmallCap

Ownership history in CM WEALTH ADVISORS LLC  ·  7 quarters on record

AI Ownership Summary

CM WEALTH ADVISORS LLC reported iShares MSCI EAFE SmallCap (SCZ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q3. The latest visible filing shows SCZ at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CM WEALTH ADVISORS LLC's position in iShares MSCI EAFE SmallCap, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCZ was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCZ stock page CM WEALTH ADVISORS LLC fund profile CM WEALTH ADVISORS LLC full holdings
How CM WEALTH ADVISORS LLC held SCZ — position size vs. price
% of Fund (quarterly)    SCZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,141 — 0% 0.10% $482K 2026-05-08 $84.65
2025 Q4 UNCHANGED — — — 6,141 — 0% 0.11% $476K 2026-01-26 $81.20
2025 Q3 UNCHANGED — — — 6,141 — 0% 0.12% $471K 2025-11-05 $73.12
2025 Q2 ADDED — — — 6,141 +1,633 +36.2% 0.13% $446K 2025-08-06 $71.70
2025 Q1 REDUCED 65.5% +16.1% ❌ 4,508 -8,544 -65.5% 0.09% $286K 2025-04-24 $62.79
2024 Q3 REDUCED 93.1% -8.3% ✅ 13,052 -176,512 -93.1% 0.29% $884K 2024-11-12 $58.44
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCZ

As of 2026 Q2 — sorted by position size

Bear Mountain Capital, Inc. 8.28% Shakespeare Wealth Management, LLC 3Y 7Y 6.69% Creekmur Asset Management LLC 6.42% Financial Advisory Corp 6.0% LTG Capital LLC 3Y 5.66% TIAA Wealth Investment Management LLC 5.31% Sound Stewardship, LLC 4.65% BLUELINE ADVISORS LLC 4.62% Cooke Wealth Management, LLC 3.65% Omega Financial Group, LLC 3Y 7Y 3.57%

FAQ About CM WEALTH ADVISORS LLC and SCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CM WEALTH ADVISORS LLC reported owning SCZ?

CM WEALTH ADVISORS LLC reported SCZ across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SCZ position in CM WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for SCZ was 0.29% in 2024 Q3.

What is the latest reported SCZ position on this page?

The most recent filing on this page is 2026 Q1, when CM WEALTH ADVISORS LLC reported 6,141 shares, equal to 0.10% of portfolio, with an estimated market value of $482K.

What does the chart on this SCZ ownership page compare?

The chart compares CM WEALTH ADVISORS LLC's quarterly SCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CM WEALTH ADVISORS LLC time their SCZ position?

Based on 13F filing dates vs. subsequent SCZ price moves, CM WEALTH ADVISORS LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SCZ relative to SPY over the holding period was -0.1%.

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