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Washington Trust Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Washington Trust Bank’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
Q1 		$4.63M Buy
59,085
+10,296
+21% +$837K 0.34% 57
2025
Q4 		$3.78M Buy
48,789
+953
+2% +$73.1K 0.27% 61
2025
Q3 		$3.67M Sell
47,836
-3,913
-8% -$293K 0.27% 58
2025
Q2 		$3.76M Sell
51,749
-18,643
-26% -$1.26M 0.32% 57
2025
Q1 		$4.47M Sell
70,392
-22,831
-24% -$1.44M 0.45% 54
2024
Q4 		$5.66M Buy
93,223
+6,621
+8% +$421K 0.54% 51
2024
Q3 		$5.86M Sell
86,602
-3,701
-4% -$238K 0.56% 52
2024
Q2 		$5.57M Sell
90,303
-10,545
-10% -$661K 0.55% 50
2024
Q1 		$6.39M Sell
100,848
-1,419,352
-93% -$86.8M 0.61% 47
2023
Q4 		$94.1M Sell
1,520,200
-24,690
-2% -$1.41M 8.34% 1
2023
Q3 		$87.2M Sell
1,544,890
-1,728
-0.1% -$102K 9.11% 1
2023
Q2 		$91.2M Buy
1,546,618
+18,370
+1% +$1.1M 9.31% 1
2023
Q1 		$90.9M Buy
1,528,248
+20,524
+1% +$1.22M 9.73% 1
2022
Q4 		$85.2M Buy
1,507,724
+648,711
+76% +$34.8M 9.66% 1
2022
Q3 		$41.9M Buy
859,013
+555,857
+183% +$30.5M 5.33% 2
2022
Q2 		$16.5M Buy
303,156
+206,846
+215% +$12.5M 2.13% 11
2022
Q1 		$6.39M Buy
96,310
+72,511
+305% +$4.92M 0.74% 45
2021
Q4 		$1.74M Buy
23,799
+15,835
+199% +$1.18M 0.17% 76
2021
Q3 		$593K Hold
7,964
– – 0.07% 115
2021
Q2 		$591K Sell
7,964
-19
-0.2% -$1.43K 0.07% 112
2021
Q1 		$574K Buy
7,983
+4,037
+102% +$287K 0.07% 115
2020
Q4 		$270K Hold
3,946
– – 0.04% 149
2020
Q3 		$233K Sell
3,946
-2,690
-41% -$154K 0.03% 149
2020
Q2 		$356K Sell
6,636
-4,245
-39% -$214K 0.06% 127
2020
Q1 		$488K Sell
10,881
-34,726
-76% -$1.93M 0.09% 105
2019
Q4 		$2.84M Buy
+45,607
New +$2.74M 0.4% 54
2019
Q2 		– Sell
-470
Closed -$27K – 479
2019
Q1 		$27K Sell
470
-25
-5% -$1.4K ﹤0.01% 408
2018
Q4 		$25K Buy
495
+25
+5% +$1.4K ﹤0.01% 413
2018
Q3 		$29K Sell
470
-109
-19% -$6.81K ﹤0.01% 443
2018
Q2 		$36K Buy
579
+109
+23% +$7.13K 0.01% 420
2018
Q1 		$31K Hold
470
– – ﹤0.01% 470
2017
Q4 		$30K Sell
470
-400
-46% -$25.2K ﹤0.01% 497
2017
Q3 		$54K Buy
870
+400
+85% +$23.9K 0.01% 403
2017
Q2 		$27K Buy
+470
New +$26.8K 0.01% 451
2016
Q2 		– Sell
-509
Closed -$25K – 860
2016
Q1 		$25K Buy
+509
New +$23.9K 0.01% 474

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Washington Trust Bank's SCZ Position: Q1 2026 in Review

Washington Trust Bank increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 21% in Q1 2026, buying an estimated $837K and bringing the position to 59,085 shares worth $4.63M. The position accounts for 0.34% of the portfolio, ranked #57.

Washington Trust Bank first reported a position in SCZ in Q1 2016 and has held it in 35 quarters since. The position peaked at $94.1M in Q4 2023. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Washington Trust Bank held 59,085 shares of iShares MSCI EAFE Small-Cap ETF worth $4.63M as of Q1 2026.
  • Washington Trust Bank bought 10,296 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $837K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.34% of Washington Trust Bank's portfolio in Q1 2026, its #57 holding.
  • Washington Trust Bank first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2016 and has held it in 35 quarters since.
  • Washington Trust Bank's iShares MSCI EAFE Small-Cap ETF position peaked at $94.1M in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.