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

WhitTier Trust Company’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	$18.5K	Hold	222	–	–	﹤0.01%	947
2026 Q1	$17.7K	Hold	222	–	–	﹤0.01%	934
2025 Q4	$17.6K	Hold	222	–	–	﹤0.01%	939
2025 Q3	$17.3K	Hold	222	–	–	﹤0.01%	930
2025 Q2	$16.1K	Hold	222	–	–	﹤0.01%	1047
2025 Q1	$14.1K	Sell	222 -56	-20%	-$3.54K	﹤0.01%	1055
2024 Q4	$16.9K	Hold	278	–	–	﹤0.01%	976
2024 Q3	$18.8K	Hold	278	–	–	﹤0.01%	942
2024 Q2	$17.1K	Hold	278	–	–	﹤0.01%	919
2024 Q1	$17.6K	Hold	278	–	–	﹤0.01%	872
2023 Q4	$17.2K	Hold	278	–	–	﹤0.01%	867
2023 Q3	$15.7K	Hold	278	–	–	﹤0.01%	859
2023 Q2	$16.4K	Sell	278 -680	-71%	-$40.7K	﹤0.01%	893
2023 Q1	$57K	Buy	958 +680	+245%	+$40.4K	﹤0.01%	641
2022 Q4	$15.7K	Hold	278	–	–	﹤0.01%	879
2022 Q3	$14K	Hold	278	–	–	﹤0.01%	865
2022 Q2	$15K	Hold	278	–	–	﹤0.01%	859
2022 Q1	$18K	Hold	278	–	–	﹤0.01%	830
2021 Q4	$20K	Hold	278	–	–	﹤0.01%	809
2021 Q3	$21K	Buy	278 +56	+25%	+$4.26K	﹤0.01%	823
2021 Q2	$16K	Hold	222	–	–	﹤0.01%	820
2021 Q1	$16K	Hold	222	–	–	﹤0.01%	805
2020 Q4	$15K	Hold	222	–	–	﹤0.01%	792
2020 Q3	$13K	Hold	222	–	–	﹤0.01%	792
2020 Q2	$12K	Hold	222	–	–	﹤0.01%	774
2020 Q1	$10K	Hold	222	–	–	﹤0.01%	786
2019 Q4	$14K	Hold	222	–	–	﹤0.01%	798
2019 Q3	$13K	Hold	222	–	–	﹤0.01%	793
2019 Q2	$13K	Hold	222	–	–	﹤0.01%	791
2019 Q1	$13K	Hold	222	–	–	﹤0.01%	790
2018 Q4	$12K	Hold	222	–	–	﹤0.01%	809
2018 Q3	$14K	Hold	222	–	–	﹤0.01%	789
2018 Q2	$14K	Hold	222	–	–	﹤0.01%	789
2018 Q1	$14K	Hold	222	–	–	﹤0.01%	795
2017 Q4	$14K	Hold	222	–	–	﹤0.01%	766
2017 Q3	$14K	Hold	222	–	–	﹤0.01%	752
2017 Q2	$13K	Hold	222	–	–	﹤0.01%	738
2017 Q1	$12K	Hold	222	–	–	﹤0.01%	744
2016 Q4	$11K	Hold	222	–	–	﹤0.01%	759
2016 Q3	$12K	Hold	222	–	–	﹤0.01%	748
2016 Q2	$11K	Buy	+222	New	+$11.2K	﹤0.01%	762

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

WhitTier Trust Company's SCZ Position: Q2 2026 in Review

WhitTier Trust Company held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 222 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

WhitTier Trust Company first reported a position in SCZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $57K in Q1 2023. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

WhitTier Trust Company held 222 shares of iShares MSCI EAFE Small-Cap ETF worth $18.5K as of Q2 2026.
WhitTier Trust Company left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #947 holding.
WhitTier Trust Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 41 quarters since.
WhitTier Trust Company's iShares MSCI EAFE Small-Cap ETF position peaked at $57K in Q1 2023.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.