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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
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

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's SCZ Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 79,747 shares — an estimated $4.54M sold.

Coppell Advisory Solutions first reported a position in SCZ in Q4 2022 and held it in 8 quarters. The position peaked at $4.54M in Q1 2025. 714 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 79,747 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $4.54M.
  • Coppell Advisory Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $4.54M in Q1 2025.
  • 714 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.