Independence Bank of Kentucky’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
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
TCIIS
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. 772 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.
- 772 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.