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

Citizens National Bank Trust Department’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	$6.17K	Hold	75	–	–	﹤0.01%	351
2026 Q1	$5.88K	Hold	75	–	–	﹤0.01%	349
2025 Q4	$5.82K	Hold	75	–	–	﹤0.01%	344
2025 Q3	$5.75K	Hold	75	–	–	﹤0.01%	361
2025 Q2	$5.45K	Hold	75	–	–	﹤0.01%	357
2025 Q1	$4.76K	Hold	75	–	–	﹤0.01%	379
2024 Q4	$4.56K	Hold	75	–	–	﹤0.01%	333
2024 Q3	$5.08K	Hold	75	–	–	﹤0.01%	326
2024 Q2	$4.62K	Hold	75	–	–	﹤0.01%	329
2024 Q1	$4.75K	Hold	75	–	–	﹤0.01%	317
2023 Q4	$4.64K	Hold	75	–	–	﹤0.01%	294
2023 Q3	$4.24K	Hold	75	–	–	﹤0.01%	302
2023 Q2	$4.42K	Hold	75	–	–	﹤0.01%	305
2023 Q1	$4.46K	Hold	75	–	–	﹤0.01%	292
2022 Q4	$4K	Hold	75	–	–	﹤0.01%	297
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	308
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	310
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	283
2021 Q4	$5K	Buy	+75	New	+$5.57K	﹤0.01%	284

Other funds holding SCZ

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citizens National Bank Trust Department's SCZ Position: Q2 2026 in Review

Citizens National Bank Trust Department held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 75 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Citizens National Bank Trust Department first reported a position in SCZ in Q4 2021 and has held it in 19 quarters since. 376 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Citizens National Bank Trust Department held 75 shares of iShares MSCI EAFE Small-Cap ETF worth $6.17K as of Q2 2026.
Citizens National Bank Trust Department left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #351 holding.
Citizens National Bank Trust Department first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.