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 Q3	–	Sell	-2,552	Closed	-$210K	–	114
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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

New Covenant Trust Company's SCZ Position: Q3 2026 in Review

New Covenant Trust Company sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2026, closing a stake of 2,552 shares — an estimated $210K sold.

New Covenant Trust Company first reported a position in SCZ in Q1 2024 and held it in 6 quarters. The position peaked at $210K in Q2 2026. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

New Covenant Trust Company reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
New Covenant Trust Company sold 2,552 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $210K.
New Covenant Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 6 quarters.
New Covenant Trust Company's iShares MSCI EAFE Small-Cap ETF position peaked at $210K in Q2 2026.
38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.