DWT
SCZ icon

Dorsey & Whitney Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Dorsey & Whitney 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 		$1.2M Hold
14,528
– – 0.06% 265
2026
Q1 		$1.14M Hold
14,528
– – 0.06% 265
2025
Q4 		$1.13M Hold
14,528
– – 0.06% 263
2025
Q3 		$1.11M Hold
14,528
– – 0.06% 262
2025
Q2 		$1.06M Hold
14,528
– – 0.06% 269
2025
Q1 		$923K Sell
14,528
-80
-0.5% -$5.05K 0.05% 276
2024
Q4 		$887K Buy
14,608
+80
+0.6% +$5.09K 0.05% 284
2024
Q3 		$984K Sell
14,528
-1,600
-10% -$103K 0.05% 266
2024
Q2 		$994K Sell
16,128
-1,400
-8% -$87.8K 0.07% 225
2024
Q1 		$1.11M Hold
17,528
– – 0.08% 207
2023
Q4 		$1.08M Sell
17,528
-5,764
-25% -$329K 0.08% 206
2023
Q3 		$1.32M Hold
23,292
– – 0.11% 163
2023
Q2 		$1.37M Buy
23,292
+18,292
+366% +$1.09M 0.11% 168
2023
Q1 		$298K Hold
5,000
– – 0.03% 424
2022
Q4 		$282K Hold
5,000
– – 0.03% 426
2022
Q3 		$244K Buy
5,000
+700
+16% +$38.4K 0.03% 455
2022
Q2 		$235K Buy
+4,300
New +$260K 0.02% 466

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
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

Dorsey & Whitney Trust's SCZ Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 14,528 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #265.

Dorsey & Whitney Trust first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2023. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Dorsey & Whitney Trust held 14,528 shares of iShares MSCI EAFE Small-Cap ETF worth $1.2M as of Q2 2026.
  • Dorsey & Whitney Trust left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.06% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #265 holding.
  • Dorsey & Whitney Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Dorsey & Whitney Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $1.37M in Q2 2023.
  • 766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.