Copperwynd Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Copperwynd Financial’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	$9.07M	Buy	+124,832	New	+$8.45M	2.26%	10
2023 Q2	–	Sell	-84,968	Closed	-$5.06M	–	151
2023 Q1	$5.06M	Buy	84,968 +18,219	+27%	+$1.08M	2.58%	8
2022 Q4	$3.77M	Buy	+66,749	New	+$3.58M	2.12%	8
2021 Q3	–	Sell	-59,851	Closed	-$4.44M	–	125
2021 Q2	$4.44M	Sell	59,851 -608	-1%	-$45.6K	1.88%	14
2021 Q1	$4.34M	Sell	60,459 -1,490	-2%	-$106K	1.95%	14
2020 Q4	$4.23M	Buy	+61,949	New	+$3.91M	2.04%	13

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's SCZ Position: Q2 2025 in Review

Copperwynd Financial opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025: 124,832 shares worth $9.07M. The stake represents 2.26% of the portfolio and ranks #10 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in SCZ as recently as Q1 2023.

Copperwynd Financial first reported a position in SCZ in Q4 2020 and has held it in 6 quarters since. 715 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Copperwynd Financial held 124,832 shares of iShares MSCI EAFE Small-Cap ETF worth $9.07M as of Q2 2025.
iShares MSCI EAFE Small-Cap ETF was a new Copperwynd Financial position in Q2 2025.
iShares MSCI EAFE Small-Cap ETF made up 2.26% of Copperwynd Financial's portfolio in Q2 2025, its #10 holding.
Copperwynd Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
715 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.