Canandaigua National Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Canandaigua National Bank & Trust’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	$303K	Hold	3,584	–	–	0.03%	278
2026 Q2	$295K	Buy	+3,584	New	+$300K	0.02%	272
2025 Q4	$280K	Hold	3,616	–	–	0.03%	275
2025 Q3	$277K	Hold	3,616	–	–	0.02%	281
2025 Q2	$263K	Sell	3,616 -14	-0.4%	-$948	0.02%	281
2025 Q1	$231K	Hold	3,630	–	–	0.02%	290
2024 Q4	$221K	Hold	3,630	–	–	0.02%	306
2024 Q3	$246K	Buy	+3,630	New	+$234K	0.02%	298
2018 Q2	–	Sell	-3,095	Closed	-$202K	–	366
2018 Q1	$202K	Sell	3,095 -40	-1%	-$2.64K	0.03%	372
2017 Q4	$202K	Buy	+3,135	New	+$197K	0.04%	243

Other funds holding SCZ

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Canandaigua National Bank & Trust's SCZ Position: Q3 2026 in Review

Canandaigua National Bank & Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 3,584 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #278.

Canandaigua National Bank & Trust first reported a position in SCZ in Q4 2017 and has held it in 10 quarters since. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Canandaigua National Bank & Trust held 3,584 shares of iShares MSCI EAFE Small-Cap ETF worth $303K as of Q3 2026.
Canandaigua National Bank & Trust left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #278 holding.
Canandaigua National Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 10 quarters since.
38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.