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Indiana Trust & Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Indiana Trust & Investment Management’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 		$89.6K Hold
1,089
– – 0.02% 242
2026
Q1 		$85.4K Hold
1,089
– – 0.03% 244
2025
Q4 		$84.4K Hold
1,089
– – 0.02% 237
2025
Q3 		$83.5K Hold
1,089
– – 0.03% 250
2025
Q2 		$79.1K Sell
1,089
-260
-19% -$17.6K 0.03% 249
2025
Q1 		$85.7K Hold
1,349
– – 0.03% 239
2024
Q4 		$82K Hold
1,349
– – 0.03% 243
2024
Q3 		$91.3K Hold
1,349
– – 0.03% 242
2024
Q2 		$83.2K Sell
1,349
-40
-3% -$2.51K 0.03% 237
2024
Q1 		$88K Hold
1,389
– – 0.04% 230
2023
Q4 		$86K Buy
1,389
+187
+16% +$10.7K 0.04% 218
2023
Q3 		$67.9K Buy
+1,202
New +$70.9K 0.03% 229

Other funds holding SCZ

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Indiana Trust & Investment Management's SCZ Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 1,089 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #242.

Indiana Trust & Investment Management first reported a position in SCZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $91.3K in Q3 2024. 355 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Indiana Trust & Investment Management held 1,089 shares of iShares MSCI EAFE Small-Cap ETF worth $89.6K as of Q2 2026.
  • Indiana Trust & Investment Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #242 holding.
  • Indiana Trust & Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $91.3K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.