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Blue Trust Inc’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Blue Trust 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 		$7.78K Buy
95
+56
+144% +$4.69K ﹤0.01% 1927
2026
Q1 		$3.06K Hold
39
– – ﹤0.01% 2065
2025
Q4 		$3.02K Hold
39
– – ﹤0.01% 2079
2025
Q3 		$2.99K Hold
39
– – ﹤0.01% 2086
2025
Q2 		$2.83K Hold
39
– – ﹤0.01% 2084
2025
Q1 		$2.48K Sell
39
-742
-95% -$46.9K ﹤0.01% 2204
2024
Q4 		$47.4K Hold
781
– – ﹤0.01% 1349
2024
Q3 		$48.1K Hold
781
– – ﹤0.01% 1581
2024
Q2 		$49.5K Hold
781
– – ﹤0.01% 1255
2024
Q1 		$49.5K Sell
781
-684
-47% -$41.8K ﹤0.01% 925
2023
Q4 		$83K Buy
1,465
+677
+86% +$38.7K ﹤0.01% 757
2023
Q3 		$46K Buy
788
+4
+0.5% +$236 ﹤0.01% 876
2023
Q2 		$47K Hold
784
– – ﹤0.01% 715
2023
Q1 		$44K Sell
784
-1,552
-66% -$92.1K ﹤0.01% 1087
2022
Q4 		$114K Buy
2,336
+1,042
+81% +$55.9K ﹤0.01% 623
2022
Q3 		$71K Sell
1,294
-989
-43% -$54.2K ﹤0.01% 641
2022
Q2 		$151K Buy
+2,283
New +$138K ﹤0.01% 384

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Trust Inc's SCZ Position: Q2 2026 in Review

Blue Trust Inc increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 144% in Q2 2026, buying an estimated $4.69K and bringing the position to 95 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Blue Trust Inc first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q2 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Blue Trust Inc held 95 shares of iShares MSCI EAFE Small-Cap ETF worth $7.78K as of Q2 2026.
  • Blue Trust Inc bought 56 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.69K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1927 holding.
  • Blue Trust Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $151K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.