Independence Bank of Kentucky’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Independence Bank of Kentucky’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	$889K	Hold	10,807	–	–	0.1%	160
2026 Q1	$847K	Hold	10,807	–	–	0.11%	162
2025 Q4	$838K	Buy	10,807 +609	+6%	+$46.7K	0.1%	163
2025 Q3	$782K	Hold	10,198	–	–	0.1%	169
2025 Q2	$741K	Sell	10,198 -3,396	-25%	-$230K	0.11%	161
2025 Q1	$864K	Sell	13,594 -5,325	-28%	-$336K	0.14%	142
2024 Q4	$1.15M	Buy	18,919 +14,682	+347%	+$934K	0.18%	114
2024 Q3	$287K	Hold	4,237	–	–	0.06%	226
2024 Q2	$261K	Hold	4,237	–	–	0.07%	200
2024 Q1	$268K	Hold	4,237	–	–	0.08%	194
2023 Q4	$262K	Hold	4,237	–	–	0.09%	180
2023 Q3	$239K	Sell	4,237 -240	-5%	-$14.2K	0.1%	162
2023 Q2	$264K	Hold	4,477	–	–	0.11%	149
2023 Q1	$266K	Hold	4,477	–	–	0.12%	143
2022 Q4	$253K	Hold	4,477	–	–	0.11%	144
2022 Q3	$218K	Hold	4,477	–	–	0.11%	138
2022 Q2	$244K	Hold	4,477	–	–	0.11%	135
2022 Q1	$297K	Buy	4,477 +3,274	+272%	+$222K	0.12%	137
2021 Q4	$88K	Hold	1,203	–	–	0.04%	210
2021 Q3	$90K	Hold	1,203	–	–	0.04%	207
2021 Q2	$89K	Buy	1,203 +119	+11%	+$8.93K	0.04%	203
2021 Q1	$78K	Hold	1,084	–	–	0.04%	201
2020 Q4	$74K	Hold	1,084	–	–	0.04%	204
2020 Q3	$64K	Hold	1,084	–	–	0.04%	198
2020 Q2	$58K	Hold	1,084	–	–	0.04%	190
2020 Q1	$49K	Hold	1,084	–	–	0.04%	190
2019 Q4	$68K	Hold	1,084	–	–	0.04%	188
2019 Q3	$62K	Hold	1,084	–	–	0.04%	186
2019 Q2	$62K	Hold	1,084	–	–	0.05%	167
2019 Q1	$62K	Hold	1,084	–	–	0.05%	159
2018 Q4	$56K	Hold	1,084	–	–	0.05%	160
2018 Q3	$68K	Hold	1,084	–	–	0.05%	158
2018 Q2	$68K	Sell	1,084 -180	-14%	-$11.8K	0.06%	145
2018 Q1	$82K	Buy	1,264 +828	+190%	+$54.6K	0.07%	139
2017 Q4	$28K	Buy	+436	New	+$27.4K	0.02%	201

Other funds holding SCZ

TWIM

TIAA Wealth Investment Management New York $15B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Independence Bank of Kentucky's SCZ Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 10,807 shares worth $889K. The position accounts for 0.1% of the portfolio, ranked #160.

Independence Bank of Kentucky first reported a position in SCZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q4 2024. 601 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Independence Bank of Kentucky held 10,807 shares of iShares MSCI EAFE Small-Cap ETF worth $889K as of Q2 2026.
Independence Bank of Kentucky left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Independence Bank of Kentucky's portfolio in Q2 2026, its #160 holding.
Independence Bank of Kentucky first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's iShares MSCI EAFE Small-Cap ETF position peaked at $1.15M in Q4 2024.
601 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.