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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
Q2 		$274K Hold
3,335
– – 0.11% 157
2026
Q1 		$261K Buy
+3,335
New +$271K 0.11% 151

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TWIM
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Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davidson Trust Company's SCZ Position: Q2 2026 in Review

Davidson Trust Company held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 3,335 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #157.

Davidson Trust Company first reported a position in SCZ in Q1 2026 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Davidson Trust Company held 3,335 shares of iShares MSCI EAFE Small-Cap ETF worth $274K as of Q2 2026.
  • Davidson Trust Company left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.11% of Davidson Trust Company's portfolio in Q2 2026, its #157 holding.
  • Davidson Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.