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

Trust Company of Vermont’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
2025 Q4	$98.8K	Sell	1,274 -360	-22%	-$27.6K	﹤0.01%	455
2025 Q3	$125K	Buy	1,634 +360	+28%	+$26.9K	0.01%	412
2025 Q2	$92.6K	Hold	1,274	–	–	﹤0.01%	455
2025 Q1	$80.9K	Buy	+1,274	New	+$80.5K	﹤0.01%	448
2023 Q2	–	Sell	-1,050	Closed	-$62.5K	–	895
2023 Q1	$62.5K	Buy	+1,050	New	+$62.3K	﹤0.01%	468
2022 Q3	–	Sell	-2,029	Closed	-$111K	–	1021
2022 Q2	$111K	Buy	+2,029	New	+$123K	0.01%	377
2022 Q1	–	Sell	-2,029	Closed	-$148K	–	661
2021 Q4	$148K	Buy	+2,029	New	+$151K	0.01%	349
2021 Q3	–	Sell	-2,029	Closed	-$150K	–	636
2021 Q2	$150K	Hold	2,029	–	–	0.01%	340
2021 Q1	$146K	Hold	2,029	–	–	0.01%	338
2020 Q4	$139K	Sell	2,029 -781	-28%	-$49.3K	0.01%	330
2020 Q3	$166K	Hold	2,810	–	–	0.02%	294
2020 Q2	$151K	Buy	2,810 +2,029	+260%	+$102K	0.01%	307
2020 Q1	$35K	Hold	781	–	–	﹤0.01%	485
2019 Q4	$49K	Hold	781	–	–	﹤0.01%	482
2019 Q3	$45K	Hold	781	–	–	﹤0.01%	503
2019 Q2	$45K	Buy	+781	New	+$45.1K	﹤0.01%	498
2015 Q4	–	Sell	-65	Closed	-$3K	–	817
2015 Q3	$3K	Hold	65	–	–	﹤0.01%	742
2015 Q2	$3K	Buy	+65	New	+$3.39K	﹤0.01%	770

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's SCZ Position: Q4 2025 in Review

Trust Company of Vermont reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 22% in Q4 2025, selling an estimated $27.6K and leaving 1,274 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Trust Company of Vermont first reported a position in SCZ in Q2 2015 and has held it in 18 quarters since. The position peaked at $166K in Q3 2020. 753 funds tracked by Wall St. Rank hold SCZ as of Q4 2025.

Trust Company of Vermont held 1,274 shares of iShares MSCI EAFE Small-Cap ETF worth $98.8K as of Q4 2025.
Trust Company of Vermont sold 360 iShares MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $27.6K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #455 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 18 quarters since.
Trust Company of Vermont's iShares MSCI EAFE Small-Cap ETF position peaked at $166K in Q3 2020.
753 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.