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
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

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

Tompkins Financial's SCZ Position: Q2 2026 in Review

Tompkins Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 261 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Tompkins Financial first reported a position in SCZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $127K in Q1 2022. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Tompkins Financial held 261 shares of iShares MSCI EAFE Small-Cap ETF worth $21.5K as of Q2 2026.
  • Tompkins Financial left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #405 holding.
  • Tompkins Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Tompkins Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $127K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.