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
2026 Q2	$287K	Buy	+3,483	New	+$292K	0.01%	322
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 $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 3,483 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SCZ as recently as Q4 2025.

Trust Company of Vermont first reported a position in SCZ in Q2 2015 and has held it in 19 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Trust Company of Vermont held 3,483 shares of iShares MSCI EAFE Small-Cap ETF worth $287K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Trust Company of Vermont position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #322 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 19 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.