Canopy Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Canopy Partners’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	$2.54M	Hold	30,908	–	–	0.76%	27
2026 Q1	$2.42M	Hold	30,908	–	–	0.83%	27
2025 Q4	$2.4M	Hold	30,908	–	–	0.78%	28
2025 Q3	$2.37M	Sell	30,908 -510	-2%	-$38.2K	0.79%	30
2025 Q2	$2.28M	Hold	31,418	–	–	0.84%	27
2025 Q1	$2M	Hold	31,418	–	–	0.78%	29
2024 Q4	$1.91M	Sell	31,418 -765	-2%	-$48.7K	0.73%	32
2024 Q3	$2.18M	Hold	32,183	–	–	0.94%	21
2024 Q2	$1.98M	Sell	32,183 -176	-0.5%	-$11K	0.92%	20
2024 Q1	$2.05M	Hold	32,359	–	–	1%	20
2023 Q4	$2M	Buy	+32,359	New	+$1.85M	1.22%	17

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

Canopy Partners's SCZ Position: Q2 2026 in Review

Canopy Partners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 30,908 shares worth $2.54M. The position accounts for 0.76% of the portfolio, ranked #27.

Canopy Partners first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Canopy Partners held 30,908 shares of iShares MSCI EAFE Small-Cap ETF worth $2.54M as of Q2 2026.
Canopy Partners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.76% of Canopy Partners's portfolio in Q2 2026, its #27 holding.
Canopy Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.