NBT Bank
SCZ icon

NBT Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

NBT Bank’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 		$4.12M Sell
48,793
-53
-0.1% -$4.51K 0.28% 81
2026
Q2 		$4.02M Sell
48,846
-1,321
-3% -$111K 0.27% 86
2026
Q1 		$3.93M Sell
50,167
-74
-0.1% -$6.02K 0.26% 96
2025
Q4 		$3.89M Sell
50,241
-1,514
-3% -$116K 0.25% 96
2025
Q3 		$3.97M Sell
51,755
-394
-0.8% -$29.5K 0.26% 93
2025
Q2 		$3.79M Sell
52,149
-983
-2% -$66.5K 0.26% 96
2025
Q1 		$3.38M Buy
53,132
+4,165
+9% +$263K 0.24% 102
2024
Q4 		$2.97M Sell
48,967
-860
-2% -$54.7K 0.21% 109
2024
Q3 		$3.37M Sell
49,827
-525
-1% -$33.8K 0.23% 104
2024
Q2 		$3.1M Buy
50,352
+440
+0.9% +$27.6K 0.22% 105
2024
Q1 		$3.16M Buy
49,912
+145
+0.3% +$8.87K 0.23% 103
2023
Q4 		$3.08M Sell
49,767
-611
-1% -$34.9K 0.24% 98
2023
Q3 		$2.84M Sell
50,378
-1,830
-4% -$108K 0.27% 81
2023
Q2 		$3.08M Sell
52,208
-1,640
-3% -$98.1K 0.44% 67
2023
Q1 		$3.2M Sell
53,848
-1,932
-3% -$115K 0.47% 63
2022
Q4 		$3.15M Sell
55,780
-8,051
-13% -$432K 0.46% 62
2022
Q3 		$3.11M Sell
63,831
-394
-0.6% -$21.6K 0.51% 59
2022
Q2 		$3.51M Sell
64,225
-5,232
-8% -$317K 0.54% 56
2022
Q1 		$4.61M Buy
69,457
+766
+1% +$52K 0.62% 49
2021
Q4 		$5.02M Buy
68,691
+1,153
+2% +$85.6K 0.65% 49
2021
Q3 		$5.03M Buy
67,538
+483
+0.7% +$36.8K 0.7% 45
2021
Q2 		$4.97M Buy
67,055
+50
+0.1% +$3.75K 0.68% 49
2021
Q1 		$4.81M Sell
67,005
-1,290
-2% -$91.6K 0.69% 49
2020
Q4 		$4.67M Buy
68,295
+4,755
+7% +$300K 0.71% 49
2020
Q3 		$3.75M Sell
63,540
-3,515
-5% -$201K 0.62% 52
2020
Q2 		$3.6M Buy
67,055
+1,135
+2% +$57.2K 0.64% 46
2020
Q1 		$2.96M Buy
65,920
+2,720
+4% +$151K 0.6% 50
2019
Q4 		$3.94M Sell
63,200
-5,015
-7% -$301K 0.62% 50
2019
Q3 		$3.9M Buy
68,215
+10,360
+18% +$585K 0.68% 44
2019
Q2 		$3.32M Buy
57,855
+12,880
+29% +$744K 0.59% 51
2019
Q1 		$2.58M Buy
44,975
+29,280
+187% +$1.64M 0.47% 68
2018
Q4 		$813K Buy
+15,695
New +$879K 0.13% 120

Other funds holding SCZ

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

NBT Bank's SCZ Position: Q3 2026 in Review

NBT Bank reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.11% in Q3 2026, selling an estimated $4.51K and leaving 48,793 shares worth $4.12M. The position accounts for 0.28% of the portfolio, ranked #81.

NBT Bank first reported a position in SCZ in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.03M in Q3 2021. 253 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • NBT Bank held 48,793 shares of iShares MSCI EAFE Small-Cap ETF worth $4.12M as of Q3 2026.
  • NBT Bank sold 53 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $4.51K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.28% of NBT Bank's portfolio in Q3 2026, its #81 holding.
  • NBT Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • NBT Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $5.03M in Q3 2021.
  • 253 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.