Eastern Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Eastern Bank’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	$13.5K	Sell	160 -21	-12%	-$1.79K	﹤0.01%	876
2026 Q2	$14.9K	Buy	181 +21	+13%	+$1.76K	﹤0.01%	818
2026 Q1	$12.5K	Hold	160	–	–	﹤0.01%	804
2025 Q4	$12.4K	Hold	160	–	–	﹤0.01%	836
2025 Q3	$12.3K	Hold	160	–	–	﹤0.01%	801
2025 Q2	$11.6K	Buy	+160	New	+$10.8K	﹤0.01%	739

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Eastern Bank's SCZ Position: Q3 2026 in Review

Eastern Bank reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 12% in Q3 2026, selling an estimated $1.79K and leaving 160 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Eastern Bank first reported a position in SCZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.9K in Q2 2026. 219 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Eastern Bank held 160 shares of iShares MSCI EAFE Small-Cap ETF worth $13.5K as of Q3 2026.
Eastern Bank sold 21 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.79K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #876 holding.
Eastern Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Eastern Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $14.9K in Q2 2026.
219 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.