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

First Western Trust 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 Q2	$669K	Hold	8,137	–	–	0.03%	117
2026 Q1	$638K	Hold	8,137	–	–	0.03%	108
2025 Q4	$631K	Sell	8,137 -756	-9%	-$58K	0.03%	108
2025 Q3	$682K	Sell	8,893 -3,645	-29%	-$273K	0.03%	103
2025 Q2	$911K	Hold	12,538	–	–	0.04%	93
2025 Q1	$797K	Sell	12,538 -503	-4%	-$31.8K	0.04%	92
2024 Q4	$792K	Hold	13,041	–	–	0.04%	98
2024 Q3	$883K	Hold	13,041	–	–	0.04%	94
2024 Q2	$804K	Hold	13,041	–	–	0.04%	94
2024 Q1	$826K	Hold	13,041	–	–	0.04%	99
2023 Q4	$807K	Sell	13,041 -1,468	-10%	-$83.8K	0.04%	97
2023 Q3	$819K	Sell	14,509 -1,843	-11%	-$109K	0.04%	93
2023 Q2	$964K	Sell	16,352 -34	-0.2%	-$2.03K	0.05%	92
2023 Q1	$975K	Sell	16,386 -522	-3%	-$31K	0.05%	94
2022 Q4	$955K	Hold	16,908	–	–	0.05%	89
2022 Q3	$825K	Sell	16,908 -100	-0.6%	-$5.48K	0.06%	89
2022 Q2	$932K	Sell	17,008 -2,826	-14%	-$171K	0.06%	86
2022 Q1	$1.33M	Buy	+19,834	New	+$1.35M	0.07%	79

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

First Western Trust Bank's SCZ Position: Q2 2026 in Review

First Western Trust Bank held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 8,137 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #117.

First Western Trust Bank first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2022. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

First Western Trust Bank held 8,137 shares of iShares MSCI EAFE Small-Cap ETF worth $669K as of Q2 2026.
First Western Trust Bank left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #117 holding.
First Western Trust Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $1.33M in Q1 2022.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.