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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Midwest Trust's SCZ Position: Q2 2026 in Review

Midwest Trust increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.36% in Q2 2026, buying an estimated $6.28K and bringing the position to 21,166 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #309.

Midwest Trust first reported a position in SCZ in Q2 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Midwest Trust held 21,166 shares of iShares MSCI EAFE Small-Cap ETF worth $1.74M as of Q2 2026.
Midwest Trust bought 75 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $6.28K.
iShares MSCI EAFE Small-Cap ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #309 holding.
Midwest Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.