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

Washington Trust’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 Q2	–	Sell	-225	Closed	-$14.3K	–	634
2025 Q1	$14.3K	Hold	225	–	–	﹤0.01%	560
2024 Q4	$13.7K	Hold	225	–	–	﹤0.01%	635
2024 Q3	$15.2K	Sell	225 -104	-32%	-$6.69K	﹤0.01%	628
2024 Q2	$20.3K	Hold	329	–	–	﹤0.01%	575
2024 Q1	$20.8K	Sell	329 -696	-68%	-$42.6K	﹤0.01%	569
2023 Q4	$63.4K	Sell	1,025 -15	-1%	-$857	﹤0.01%	394
2023 Q3	$58.7K	Hold	1,040	–	–	﹤0.01%	370
2023 Q2	$61.3K	Hold	1,040	–	–	﹤0.01%	385
2023 Q1	$61.9K	Buy	1,040 +790	+316%	+$46.9K	﹤0.01%	381
2022 Q4	$14.1K	Hold	250	–	–	﹤0.01%	607
2022 Q3	$12K	Sell	250 -30	-11%	-$1.65K	﹤0.01%	630
2022 Q2	$15K	Sell	280 -20	-7%	-$1.21K	﹤0.01%	601
2022 Q1	$20K	Hold	300	–	–	﹤0.01%	583
2021 Q4	$22K	Hold	300	–	–	﹤0.01%	569
2021 Q3	$22K	Hold	300	–	–	﹤0.01%	672
2021 Q2	$22K	Hold	300	–	–	﹤0.01%	681
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	659
2020 Q4	$21K	Hold	300	–	–	﹤0.01%	655
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	631
2020 Q2	$16K	Hold	300	–	–	﹤0.01%	589
2020 Q1	$13K	Buy	+300	New	+$16.7K	﹤0.01%	631
2018 Q3	–	Sell	-375	Closed	-$24K	–	696
2018 Q2	$24K	Buy	+375	New	+$24.5K	﹤0.01%	542

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust's SCZ Position: Q2 2025 in Review

Washington Trust sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 225 shares — an estimated $14.3K sold.

Washington Trust first reported a position in SCZ in Q2 2018 and held it in 22 quarters. The position peaked at $63.4K in Q4 2023. 717 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Washington Trust reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 225 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $14.3K.
Washington Trust first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's iShares MSCI EAFE Small-Cap ETF position peaked at $63.4K in Q4 2023.
717 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.