TF
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Tompkins Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tompkins Financial’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 		$38.5K Buy
456
+195
+75% +$16.6K ﹤0.01% 363
2026
Q2 		$21.5K Hold
261
– – ﹤0.01% 405
2026
Q1 		$20.5K Hold
261
– – ﹤0.01% 392
2025
Q4 		$20.2K Hold
261
– – ﹤0.01% 382
2025
Q3 		$20K Hold
261
– – ﹤0.01% 394
2025
Q2 		$19K Hold
261
– – ﹤0.01% 395
2025
Q1 		$16.6K Hold
261
– – ﹤0.01% 418
2024
Q4 		$15.9K Sell
261
-1,300
-83% -$82.7K ﹤0.01% 403
2024
Q3 		$106K Sell
1,561
-9
-0.6% -$579 0.01% 262
2024
Q2 		$96.8K Hold
1,570
– – 0.01% 276
2024
Q1 		$99.4K Sell
1,570
-1
-0.1% -$61 0.01% 275
2023
Q4 		$97.2K Hold
1,571
– – 0.01% 276
2023
Q3 		$88.7K Sell
1,571
-350
-18% -$20.7K 0.01% 265
2023
Q2 		$113K Hold
1,921
– – 0.02% 242
2023
Q1 		$114K Sell
1,921
-3
-0.2% -$178 0.02% 242
2022
Q4 		$109K Sell
1,924
-176
-8% -$9.45K 0.02% 248
2022
Q3 		$102K Buy
2,100
+176
+9% +$9.65K 0.02% 252
2022
Q2 		$105K Hold
1,924
– – 0.02% 258
2022
Q1 		$127K Buy
1,924
+1,663
+637% +$113K 0.02% 252
2021
Q4 		$19K Hold
261
– – ﹤0.01% 268
2021
Q3 		$19K Buy
+261
New +$19.9K ﹤0.01% 288
2021
Q1 		$19K Hold
261
– – ﹤0.01% 323
2020
Q4 		$18K Hold
261
– – ﹤0.01% 325
2020
Q3 		$15K Buy
+261
New +$15K ﹤0.01% 304

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
AC
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

Tompkins Financial's SCZ Position: Q3 2026 in Review

Tompkins Financial increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 75% in Q3 2026, buying an estimated $16.6K and bringing the position to 456 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Tompkins Financial first reported a position in SCZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $127K in Q1 2022. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Tompkins Financial held 456 shares of iShares MSCI EAFE Small-Cap ETF worth $38.5K as of Q3 2026.
  • Tompkins Financial bought 195 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $16.6K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #363 holding.
  • Tompkins Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Tompkins Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $127K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.