Midwest Trust
SCZ icon

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

Midwest Trust’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
Q3 		$1.79M Sell
21,157
-9
-0% -$765 0.02% 314
2026
Q2 		$1.74M Buy
21,166
+75
+0.4% +$6.28K 0.02% 309
2026
Q1 		$1.65M Buy
21,091
+20
+0.1% +$1.63K 0.02% 308
2025
Q4 		$1.63M Buy
21,071
+2,000
+10% +$153K 0.02% 302
2025
Q3 		$1.46M Sell
19,071
-485
-2% -$36.3K 0.02% 306
2025
Q2 		$1.42M Buy
+19,556
New +$1.32M 0.02% 305

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Midwest Trust's SCZ Position: Q3 2026 in Review

Midwest Trust reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.04% in Q3 2026, selling an estimated $765 and leaving 21,157 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #314.

Midwest Trust first reported a position in SCZ in Q2 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Midwest Trust held 21,157 shares of iShares MSCI EAFE Small-Cap ETF worth $1.79M as of Q3 2026.
  • Midwest Trust sold 9 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $765.
  • iShares MSCI EAFE Small-Cap ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #314 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.