Davidson Trust Company
SCZ icon

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

Davidson Trust Company’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 		$282K Hold
3,335
– – 0.11% 158
2026
Q2 		$274K Hold
3,335
– – 0.11% 157
2026
Q1 		$261K Buy
+3,335
New +$271K 0.11% 151

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Fidelity Investments
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Davidson Trust Company's SCZ Position: Q3 2026 in Review

Davidson Trust Company held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 3,335 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #158.

Davidson Trust Company first reported a position in SCZ in Q1 2026 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Davidson Trust Company held 3,335 shares of iShares MSCI EAFE Small-Cap ETF worth $282K as of Q3 2026.
  • Davidson Trust Company left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Davidson Trust Company's portfolio in Q3 2026, its #158 holding.
  • Davidson Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.