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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
Q3 		$95.4K Hold
1,130
– – 0.01% 359
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Grove Bank & Trust's SCZ Position: Q3 2026 in Review

Grove Bank & Trust held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 1,130 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #359.

Grove Bank & Trust first reported a position in SCZ in Q2 2016 and has held it in 23 quarters since. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Grove Bank & Trust held 1,130 shares of iShares MSCI EAFE Small-Cap ETF worth $95.4K as of Q3 2026.
  • Grove Bank & Trust left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #359 holding.
  • Grove Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 23 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.