First American Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

First American 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 Q3	$850K	Sell	10,064 -829	-8%	-$70.5K	0.05%	184
2026 Q2	$896K	Sell	10,893 -16,822	-61%	-$1.41M	0.05%	174
2026 Q1	$2.17M	Buy	27,715 +1,198	+5%	+$97.4K	0.15%	125
2025 Q4	$2.06M	Buy	26,517 +1,697	+7%	+$130K	0.14%	120
2025 Q3	$1.9M	Buy	24,820 +1,755	+8%	+$131K	0.14%	119
2025 Q2	$1.68M	Buy	23,065 +516	+2%	+$34.9K	0.13%	120
2025 Q1	$1.43M	Buy	22,549 +9,252	+70%	+$584K	0.13%	116
2024 Q4	$808K	Buy	13,297 +2,612	+24%	+$166K	0.08%	132
2024 Q3	$723K	Buy	+10,685	New	+$688K	0.07%	136
2020 Q1	–	Sell	-6,984	Closed	-$435K	–	133
2019 Q4	$435K	Buy	+6,984	New	+$420K	0.08%	93

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 New York $608B AUM 32.77% 1-Year Est. Return

First American Trust's SCZ Position: Q3 2026 in Review

First American Trust reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 7.6% in Q3 2026, selling an estimated $70.5K and leaving 10,064 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #184.

First American Trust first reported a position in SCZ in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.17M in Q1 2026. 698 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

First American Trust held 10,064 shares of iShares MSCI EAFE Small-Cap ETF worth $850K as of Q3 2026.
First American Trust sold 829 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $70.5K.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of First American Trust's portfolio in Q3 2026, its #184 holding.
First American Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 10 quarters since.
First American Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $2.17M in Q1 2026.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on First American Trust's 13F filing for Q3 2026, filed 12 Nov 2026.