Blue Trust Inc
SCZ icon

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
Q3 		$21.7K Buy
257
+162
+171% +$13.8K ﹤0.01% 1485
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 		$2.84K 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

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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
Encompass Wealth Advisors
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
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Blue Trust Inc's SCZ Position: Q3 2026 in Review

Blue Trust Inc increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 171% in Q3 2026, buying an estimated $13.8K and bringing the position to 257 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Blue Trust Inc first reported a position in SCZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $151K in Q2 2022. 247 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Blue Trust Inc held 257 shares of iShares MSCI EAFE Small-Cap ETF worth $21.7K as of Q3 2026.
  • Blue Trust Inc bought 162 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $13.8K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1485 holding.
  • Blue Trust Inc first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares MSCI EAFE Small-Cap ETF position peaked at $151K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.