Trust Company of the South’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Trust Company of the South’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	$1.73M	Hold	21,035	–	–	0.24%	41
2026 Q1	$1.65M	Hold	21,035	–	–	0.27%	39
2025 Q4	$1.63M	Hold	21,035	–	–	0.26%	39
2025 Q3	$1.61M	Hold	21,035	–	–	0.27%	37
2025 Q2	$1.53M	Hold	21,035	–	–	0.27%	36
2025 Q1	$1.34M	Hold	21,035	–	–	0.28%	38
2024 Q4	$1.28M	Hold	21,035	–	–	0.26%	40
2024 Q3	$1.42M	Hold	21,035	–	–	0.3%	36
2024 Q2	$1.3M	Hold	21,035	–	–	0.31%	33
2024 Q1	$1.33M	Hold	21,035	–	–	0.31%	32
2023 Q4	$1.3M	Buy	+21,035	New	+$1.2M	0.34%	32

Other funds holding SCZ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Trust Company of the South's SCZ Position: Q2 2026 in Review

Trust Company of the South held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 21,035 shares worth $1.73M. The position accounts for 0.24% of the portfolio, ranked #41.

Trust Company of the South first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Trust Company of the South held 21,035 shares of iShares MSCI EAFE Small-Cap ETF worth $1.73M as of Q2 2026.
Trust Company of the South left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.24% of Trust Company of the South's portfolio in Q2 2026, its #41 holding.
Trust Company of the South first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
393 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.