Copia Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Copia Wealth Management’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	$92.1K	Buy	1,120 +265	+31%	+$22.2K	0.06%	155
2026 Q1	$67K	Sell	855 -355	-29%	-$28.9K	0.05%	174
2025 Q4	$93.8K	Hold	1,210	–	–	0.07%	148
2025 Q3	$92.8K	Hold	1,210	–	–	0.07%	139
2025 Q2	$87.9K	Buy	1,210 +31	+3%	+$2.1K	0.07%	130
2025 Q1	$74.9K	Hold	1,179	–	–	0.07%	132
2024 Q4	$71.6K	Buy	+1,179	New	+$75K	0.07%	124

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

Copia Wealth Management's SCZ Position: Q2 2026 in Review

Copia Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 31% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,120 shares worth $92.1K. The position accounts for 0.06% of the portfolio, ranked #155.

Copia Wealth Management first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.8K in Q4 2025. 766 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Copia Wealth Management held 1,120 shares of iShares MSCI EAFE Small-Cap ETF worth $92.1K as of Q2 2026.
Copia Wealth Management bought 265 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $22.2K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Copia Wealth Management's portfolio in Q2 2026, its #155 holding.
Copia Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $93.8K in Q4 2025.
766 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.