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

Private 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 		$92.9K Sell
1,129
-30
-3% -$2.51K 0.01% 1099
2026
Q1 		$90.9K Buy
1,159
+11
+1% +$894 0.01% 1058
2025
Q4 		$89K Sell
1,148
-10
-0.9% -$767 0.01% 1059
2025
Q3 		$88.8K Buy
1,158
+8
+0.7% +$598 0.01% 1056
2025
Q2 		$83.6K Hold
1,150
– – 0.01% 1021
2025
Q1 		$73.1K Sell
1,150
-286
-20% -$18.1K 0.01% 1048
2024
Q4 		$87.2K Buy
1,436
+536
+60% +$34.1K 0.01% 968
2024
Q3 		$60.9K Sell
900
-44
-5% -$2.83K 0.01% 1070
2024
Q2 		$58.2K Sell
944
-309
-25% -$19.4K 0.01% 1052
2024
Q1 		$79.4K Buy
1,253
+8
+0.6% +$489 0.01% 949
2023
Q4 		$77.1K Buy
1,245
+204
+20% +$11.7K 0.01% 911
2023
Q3 		$58.8K Sell
1,041
-58
-5% -$3.42K 0.01% 957
2023
Q2 		$64.8K Sell
1,099
-237
-18% -$14.2K 0.01% 944
2023
Q1 		$79.5K Sell
1,336
-300
-18% -$17.8K 0.01% 853
2022
Q4 		$92K Sell
1,636
-4,970
-75% -$267K 0.01% 761
2022
Q3 		$322K Buy
6,606
+1,836
+38% +$101K 0.05% 370
2022
Q2 		$260K Buy
+4,770
New +$289K 0.04% 432

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Private Trust Company's SCZ Position: Q2 2026 in Review

Private Trust Company reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.6% in Q2 2026, selling an estimated $2.51K and leaving 1,129 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #1099.

Private Trust Company first reported a position in SCZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $322K in Q3 2022. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Private Trust Company held 1,129 shares of iShares MSCI EAFE Small-Cap ETF worth $92.9K as of Q2 2026.
  • Private Trust Company sold 30 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.51K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1099 holding.
  • Private Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's iShares MSCI EAFE Small-Cap ETF position peaked at $322K in Q3 2022.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.