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

Idaho 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
2024
Q2 		– Sell
-3,520
Closed -$223K – 129
2024
Q1 		$223K Buy
+3,520
New +$215K 0.22% 87

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TIAA Trust, National Association
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Fidelity Investments
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Creative Planning
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MMI
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Idaho Trust Bank's SCZ Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 3,520 shares — an estimated $223K sold.

Idaho Trust Bank first reported a position in SCZ in Q1 2024 and held it in 1 quarter. The position peaked at $223K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 3,520 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $223K.
  • Idaho Trust Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $223K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.