Citizens Financial Group
SCZ icon

Citizens Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Citizens Financial Group’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 		$2.53M Sell
30,008
-3,485
-10% -$296K 0.03% 286
2026
Q2 		$2.76M Buy
33,493
+5,914
+21% +$495K 0.03% 262
2026
Q1 		$2.16M Sell
27,579
-988
-3% -$80.3K 0.03% 269
2025
Q4 		$2.21M Sell
28,567
-1,180
-4% -$90.5K 0.03% 273
2025
Q3 		$2.28M Sell
29,747
-433
-1% -$32.4K 0.03% 264
2025
Q2 		$2.19M Sell
30,180
-11
-0% -$744 0.04% 248
2025
Q1 		$1.92M Sell
30,191
-3,521
-10% -$222K 0.04% 239
2024
Q4 		$2.05M Sell
33,712
-18
-0.1% -$1.14K 0.04% 223
2024
Q3 		$2.28M Sell
33,730
-3,500
-9% -$225K 0.05% 208
2024
Q2 		$2.29M Sell
37,230
-1,740
-4% -$109K 0.05% 193
2024
Q1 		$2.47M Sell
38,970
-1,334
-3% -$81.6K 0.08% 143
2023
Q4 		$2.49M Buy
40,304
+4,129
+11% +$236K 0.09% 153
2023
Q3 		$2.04M Sell
36,175
-3,359
-8% -$198K 0.08% 138
2023
Q2 		$2.33M Sell
39,534
-4,979
-11% -$298K 0.08% 152
2023
Q1 		$2.65M Sell
44,513
-1,598
-3% -$94.9K 0.1% 145
2022
Q4 		$2.6M Sell
46,111
-5,507
-11% -$296K 0.1% 131
2022
Q3 		$2.52M Sell
51,618
-4,408
-8% -$242K 0.11% 127
2022
Q2 		$3.06M Sell
56,026
-2,867
-5% -$173K 0.13% 118
2022
Q1 		$3.91M Sell
58,893
-406
-0.7% -$27.6K 0.14% 114
2021
Q4 		$4.34M Buy
59,299
+6,758
+13% +$502K 0.15% 113
2021
Q3 		$3.91M Buy
52,541
+30,763
+141% +$2.34M 0.14% 115
2021
Q2 		$1.62M Buy
21,778
+590
+3% +$44.3K 0.07% 147
2021
Q1 		$1.52M Sell
21,188
-1,200
-5% -$85.2K 0.08% 138
2020
Q4 		$1.53M Sell
22,388
-1,536
-6% -$96.9K 0.09% 134
2020
Q3 		$1.42M Buy
23,924
+10,329
+76% +$592K 0.09% 131
2020
Q2 		$729K Sell
13,595
-8,008
-37% -$404K 0.05% 158
2020
Q1 		$968K Sell
21,603
-38,579
-64% -$2.14M 0.08% 134
2019
Q4 		$3.75M Buy
60,182
+1,662
+3% +$100K 0.25% 91
2019
Q3 		$3.35M Sell
58,520
-2,816
-5% -$159K 0.24% 88
2019
Q2 		$3.52M Buy
61,336
+1,101
+2% +$63.6K 0.26% 88
2019
Q1 		$3.46M Buy
+60,235
New +$3.37M 0.25% 90
2018
Q4 		– Sell
-1,784
Closed -$111K – 575
2018
Q3 		$111K Buy
+1,784
New +$111K 0.01% 255

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Citizens Financial Group's SCZ Position: Q3 2026 in Review

Citizens Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 10% in Q3 2026, selling an estimated $296K and leaving 30,008 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #286.

Citizens Financial Group first reported a position in SCZ in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.34M in Q4 2021. 334 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Citizens Financial Group held 30,008 shares of iShares MSCI EAFE Small-Cap ETF worth $2.53M as of Q3 2026.
  • Citizens Financial Group sold 3,485 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $296K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Citizens Financial Group's portfolio in Q3 2026, its #286 holding.
  • Citizens Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Citizens Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $4.34M in Q4 2021.
  • 334 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.