Cutler Investment Counsel’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Cutler Investment Counsel’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	$643K	Sell	7,819 -238	-3%	-$19.9K	0.06%	99
2026 Q1	$632K	Sell	8,057 -350	-4%	-$28.5K	0.07%	97
2025 Q4	$652K	Sell	8,407 -285	-3%	-$21.8K	0.07%	96
2025 Q3	$667K	Sell	8,692 -665	-7%	-$49.8K	0.07%	92
2025 Q2	$680K	Hold	9,357	–	–	0.08%	90
2025 Q1	$594K	Buy	9,357 +1,539	+20%	+$97.2K	0.07%	90
2024 Q4	$475K	Buy	7,818 +717	+10%	+$45.6K	0.06%	99
2024 Q3	$481K	Hold	7,101	–	–	0.06%	96
2024 Q2	$438K	Hold	7,101	–	–	0.06%	96
2024 Q1	$450K	Buy	7,101 +1,637	+30%	+$100K	0.06%	97
2023 Q4	$338K	Buy	5,464 +207	+4%	+$11.8K	0.05%	114
2023 Q3	$297K	Sell	5,257 -1,810	-26%	-$107K	0.05%	113
2023 Q2	$417K	Buy	7,067 +1,810	+34%	+$108K	0.06%	102
2023 Q1	$313K	Sell	5,257 -419	-7%	-$24.9K	0.05%	111
2022 Q4	$321K	Buy	+5,676	New	+$305K	0.05%	109

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

Cutler Investment Counsel's SCZ Position: Q2 2026 in Review

Cutler Investment Counsel reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q2 2026, selling an estimated $19.9K and leaving 7,819 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #99.

Cutler Investment Counsel first reported a position in SCZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $680K in Q2 2025. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Cutler Investment Counsel held 7,819 shares of iShares MSCI EAFE Small-Cap ETF worth $643K as of Q2 2026.
Cutler Investment Counsel sold 238 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $19.9K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Cutler Investment Counsel's portfolio in Q2 2026, its #99 holding.
Cutler Investment Counsel first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Cutler Investment Counsel's iShares MSCI EAFE Small-Cap ETF position peaked at $680K in Q2 2025.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.