MBT
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Montecito Bank & Trust’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Montecito Bank & 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 		$447K Sell
5,436
-169
-3% -$14.2K 0.07% 217
2026
Q1 		$439K Sell
5,605
-292
-5% -$23.7K 0.07% 210
2025
Q4 		$457K Hold
5,897
– – 0.07% 208
2025
Q3 		$452K Buy
+5,897
New +$441K 0.07% 216
2025
Q1 		$225K Buy
3,542
+77
+2% +$4.86K 0.04% 270
2024
Q4 		$210K Hold
3,465
– – 0.04% 271
2024
Q3 		$235K Buy
+3,465
New +$223K 0.04% 264
2022
Q1 		– Sell
-2,810
Closed -$205K – 276
2021
Q4 		$205K Sell
2,810
-930
-25% -$69.1K 0.04% 259
2021
Q3 		$278K Sell
3,740
-355
-9% -$27K 0.05% 233
2021
Q2 		$304K Hold
4,095
– – 0.06% 222
2021
Q1 		$294K Sell
4,095
-1,800
-31% -$128K 0.06% 217
2020
Q4 		$403K Sell
5,895
-661
-10% -$41.7K 0.09% 180
2020
Q3 		$387K Hold
6,556
– – 0.1% 160
2020
Q2 		$352K Sell
6,556
-325
-5% -$16.4K 0.1% 163
2020
Q1 		$308K Sell
6,881
-5,782
-46% -$321K 0.1% 156
2019
Q4 		$788K Sell
12,663
-1,603
-11% -$96.3K 0.21% 95
2019
Q3 		$816K Sell
14,266
-1,550
-10% -$87.6K 0.24% 89
2019
Q2 		$907K Sell
15,816
-332
-2% -$19.2K 0.27% 85
2019
Q1 		$927K Sell
16,148
-6,849
-30% -$384K 0.28% 82
2018
Q4 		$1.19M Sell
22,997
-15,331
-40% -$858K 0.41% 63
2018
Q3 		$2.39M Sell
38,328
-81,441
-68% -$5.09M 0.71% 30
2018
Q2 		$7.51M Buy
119,769
+82,062
+218% +$5.37M 2.41% 9
2018
Q1 		$2.46M Sell
37,707
-420
-1% -$27.7K 0.81% 28
2017
Q4 		$2.46M Sell
38,127
-2,115
-5% -$133K 0.8% 21
2017
Q3 		$2.5M Sell
40,242
-433
-1% -$25.9K 0.86% 21
2017
Q2 		$2.35M Sell
40,675
-4,408
-10% -$251K 0.85% 20
2017
Q1 		$2.44M Sell
45,083
-26,557
-37% -$1.4M 0.89% 24
2016
Q4 		$3.57M Sell
71,640
-44,752
-38% -$2.26M 1.25% 18
2016
Q3 		$6.1M Sell
116,392
-21,031
-15% -$1.07M 2.51% 8
2016
Q2 		$6.63M Buy
137,423
+38,828
+39% +$1.95M 2.8% 7
2016
Q1 		$4.91M Buy
98,595
+40,505
+70% +$1.9M 2.21% 8
2015
Q4 		$2.9M Buy
58,090
+38,426
+195% +$1.92M 1.37% 12
2015
Q3 		$939K Buy
+19,664
New +$981K 0.52% 35

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Montecito Bank & Trust's SCZ Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3% in Q2 2026, selling an estimated $14.2K and leaving 5,436 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #217.

Montecito Bank & Trust first reported a position in SCZ in Q3 2015 and has held it in 33 quarters since. The position peaked at $7.51M in Q2 2018. 165 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Montecito Bank & Trust held 5,436 shares of iShares MSCI EAFE Small-Cap ETF worth $447K as of Q2 2026.
  • Montecito Bank & Trust sold 169 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $14.2K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #217 holding.
  • Montecito Bank & Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2015 and has held it in 33 quarters since.
  • Montecito Bank & Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $7.51M in Q2 2018.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.