Grove Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Grove Bank & 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	$93K	Hold	1,130	–	–	0.01%	351
2026 Q1	$88.6K	Buy	1,130 +125	+12%	+$10.2K	0.01%	355
2025 Q4	$77.9K	Hold	1,005	–	–	0.01%	365
2025 Q3	$77.1K	Hold	1,005	–	–	0.01%	365
2025 Q2	$73K	Hold	1,005	–	–	0.01%	380
2025 Q1	$63.8K	Hold	1,005	–	–	0.01%	380
2024 Q4	$61.1K	Hold	1,005	–	–	0.01%	351
2024 Q3	$68K	Hold	1,005	–	–	0.01%	331
2024 Q2	$61.9K	Hold	1,005	–	–	0.01%	334
2024 Q1	$63.6K	Hold	1,005	–	–	0.01%	341
2023 Q4	$62.2K	Hold	1,005	–	–	0.01%	333
2023 Q3	$56.8K	Hold	1,005	–	–	0.01%	346
2023 Q2	$59.3K	Sell	1,005 -345	-26%	-$20.6K	0.01%	346
2023 Q1	$80.3K	Buy	1,350 +345	+34%	+$20.5K	0.02%	309
2022 Q4	$57K	Buy	+1,005	New	+$53.9K	0.01%	353
2018 Q1	–	Sell	-988	Closed	-$64K	–	403
2017 Q4	$64K	Hold	988	–	–	0.03%	270
2017 Q3	$61K	Hold	988	–	–	0.03%	280
2017 Q2	$57K	Hold	988	–	–	0.04%	242
2017 Q1	$53K	Hold	988	–	–	0.04%	209
2016 Q4	$49K	Hold	988	–	–	0.04%	224
2016 Q3	$52K	Hold	988	–	–	0.04%	151
2016 Q2	$48K	Buy	+988	New	+$49.6K	0.04%	152

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

Grove Bank & Trust's SCZ Position: Q2 2026 in Review

Grove Bank & Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,130 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #351.

Grove Bank & Trust first reported a position in SCZ in Q2 2016 and has held it in 22 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Grove Bank & Trust held 1,130 shares of iShares MSCI EAFE Small-Cap ETF worth $93K as of Q2 2026.
Grove Bank & Trust left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #351 holding.
Grove Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 22 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.