Coppell Advisory Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Coppell Advisory Solutions’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	$620K	Buy	+46	New	+$3.85K	0.05%	258
2025 Q2	–	Sell	-79,747	Closed	-$4.54M	–	430
2025 Q1	$4.54M	Buy	79,747 +79,514	+34,126%	+$5.02M	0.63%	35
2024 Q4	$14.2K	Hold	233	–	–	﹤0.01%	995
2024 Q3	$15.8K	Hold	233	–	–	﹤0.01%	945
2024 Q2	$14.4K	Buy	+233	New	+$14.6K	﹤0.01%	899
2023 Q4	$14.4K	Buy	233 +219	+1,564%	+$12.5K	﹤0.01%	839
2023 Q3	$791	Sell	14 -219	-94%	-$12.9K	﹤0.01%	960
2023 Q2	$13.6K	Buy	+233	New	+$13.9K	﹤0.01%	627
2023 Q1	–	Sell	-14	Closed	-$791	–	906
2022 Q4	$791	Buy	+14	New	+$752	﹤0.01%	963

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

Coppell Advisory Solutions's SCZ Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2026: 46 shares worth $620K. The stake represents 0.05% of the portfolio and ranks #258 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SCZ as recently as Q1 2025.

Coppell Advisory Solutions first reported a position in SCZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.54M in Q1 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Coppell Advisory Solutions held 46 shares of iShares MSCI EAFE Small-Cap ETF worth $620K as of Q2 2026.
iShares MSCI EAFE Small-Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #258 holding.
Coppell Advisory Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 9 quarters since.
Coppell Advisory Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $4.54M in Q1 2025.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.