Colonial Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Colonial 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 Q2	$31.9K	Hold	388	–	–	﹤0.01%	592
2026 Q1	$30.4K	Hold	388	–	–	﹤0.01%	606
2025 Q4	$30.1K	Hold	388	–	–	﹤0.01%	622
2025 Q3	$29.8K	Hold	388	–	–	﹤0.01%	615
2025 Q2	$28.2K	Hold	388	–	–	﹤0.01%	624
2025 Q1	$24.6K	Hold	388	–	–	﹤0.01%	652
2024 Q4	$23.6K	Hold	388	–	–	﹤0.01%	754
2024 Q3	$26.3K	Hold	388	–	–	﹤0.01%	663
2024 Q2	$23.9K	Hold	388	–	–	﹤0.01%	639
2024 Q1	$24.6K	Hold	388	–	–	﹤0.01%	623
2023 Q4	$24K	Hold	388	–	–	0.01%	607
2023 Q3	$21.9K	Hold	388	–	–	0.01%	595
2023 Q2	$22.9K	Hold	388	–	–	0.01%	581
2023 Q1	$23K	Hold	388	–	–	0.01%	560
2022 Q4	$22.1K	Buy	+388	New	+$20.8K	0.01%	552

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Colonial Trust's SCZ Position: Q2 2026 in Review

Colonial Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 388 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Colonial Trust first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Colonial Trust held 388 shares of iShares MSCI EAFE Small-Cap ETF worth $31.9K as of Q2 2026.
Colonial Trust 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 Colonial Trust's portfolio in Q2 2026, its #592 holding.
Colonial Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.