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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q1 		$19K Hold
230
– – ﹤0.01% 492
2025
Q4 		$19.2K Hold
230
– – ﹤0.01% 476
2025
Q3 		$17.8K Sell
230
-666
-74% -$49.8K ﹤0.01% 487
2025
Q2 		$65.1K Hold
896
– – ﹤0.01% 376
2025
Q1 		$58.4K Hold
896
– – ﹤0.01% 375
2024
Q4 		$55.9K Hold
896
– – ﹤0.01% 382
2024
Q3 		$57.1K Buy
896
+230
+35% +$14.8K ﹤0.01% 380
2024
Q2 		$43K Buy
+666
New +$41.8K ﹤0.01% 404
2022
Q3 		– Sell
-666
Closed -$36K – 632
2022
Q2 		$36K Buy
+666
New +$40.3K ﹤0.01% 466
2021
Q4 		– Sell
-6,000
Closed -$446K – 765
2021
Q3 		$446K Sell
6,000
-1,000
-14% -$76.1K ﹤0.01% 226
2021
Q2 		$519K Buy
+7,000
New +$525K 0.01% 221
2021
Q1 		– Sell
-8,914
Closed -$609K – 625
2020
Q4 		$609K Buy
8,914
+2,716
+44% +$171K 0.01% 190
2020
Q3 		$366K Buy
+6,198
New +$355K ﹤0.01% 218
2019
Q1 		– Sell
-500
Closed -$26K – 751
2018
Q4 		$26K Hold
500
– – ﹤0.01% 478
2018
Q3 		$31K Hold
500
– – ﹤0.01% 460
2018
Q2 		$31K Sell
500
-428
-46% -$28K ﹤0.01% 470
2018
Q1 		$60K Buy
928
+428
+86% +$28.2K ﹤0.01% 424
2017
Q4 		$32K Hold
500
– – ﹤0.01% 475
2017
Q3 		$31K Hold
500
– – ﹤0.01% 468
2017
Q2 		$30K Hold
500
– – ﹤0.01% 461
2017
Q1 		$27K Buy
+500
New +$26.3K ﹤0.01% 470

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Loring Wolcott & Coolidge Fiduciary Advisors's SCZ Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 230 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCZ in Q1 2017 and has held it in 21 quarters since. The position peaked at $609K in Q4 2020. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 230 shares of iShares MSCI EAFE Small-Cap ETF worth $19K as of Q1 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #492 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2017 and has held it in 21 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $609K in Q4 2020.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.