City State Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

City State Bank’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	$59.4K	Hold	722	–	–	0.01%	339
2026 Q1	$56.6K	Hold	722	–	–	0.01%	333
2025 Q4	$56K	Buy	722 +193	+36%	+$14.8K	0.02%	332
2025 Q3	$40.6K	Hold	529	–	–	0.01%	365
2025 Q2	$38.4K	Hold	529	–	–	0.01%	365
2025 Q1	$33.6K	Buy	529 +50	+10%	+$3.16K	0.01%	379
2024 Q4	$29.1K	Hold	479	–	–	0.01%	386
2024 Q3	$32.4K	Sell	479 -140	-23%	-$9.01K	0.01%	374
2024 Q2	$38.2K	Hold	619	–	–	0.02%	344
2024 Q1	$39K	Hold	619	–	–	0.02%	340
2023 Q4	$38K	Hold	619	–	–	0.02%	331
2023 Q3	$35K	Hold	619	–	–	0.02%	329
2023 Q2	$37K	Buy	619 +283	+84%	+$16.9K	0.02%	326
2023 Q1	$20K	Hold	336	–	–	0.01%	381
2022 Q4	$19K	Sell	336 -1,020	-75%	-$54.8K	0.01%	370
2022 Q3	$66K	Hold	1,356	–	–	0.05%	235
2022 Q2	$74K	Hold	1,356	–	–	0.05%	226
2022 Q1	$90K	Buy	1,356 +1,120	+475%	+$76.1K	0.05%	225
2021 Q4	$17K	Buy	+236	New	+$17.5K	0.01%	407

Other funds holding SCZ

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

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return