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New Covenant Trust Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

New Covenant Trust Company’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 		$210K Hold
2,552
– – 0.16% 103
2026
Q1 		$200K Sell
2,552
-98
-4% -$7.97K 0.18% 96
2025
Q4 		$207K Hold
2,650
– – 0.19% 87
2025
Q3 		$203K Sell
2,650
-203
-7% -$15.2K 0.19% 87
2025
Q2 		$207K Buy
+2,853
New +$193K 0.18% 83
2024
Q2 		– Sell
-220
Closed -$13.9K – 352
2024
Q1 		$13.9K Buy
+220
New +$13.5K 0.01% 309

Other funds holding SCZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

New Covenant Trust Company's SCZ Position: Q2 2026 in Review

New Covenant Trust Company held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 2,552 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #103.

New Covenant Trust Company first reported a position in SCZ in Q1 2024 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • New Covenant Trust Company held 2,552 shares of iShares MSCI EAFE Small-Cap ETF worth $210K as of Q2 2026.
  • New Covenant Trust Company left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.16% of New Covenant Trust Company's portfolio in Q2 2026, its #103 holding.
  • New Covenant Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.