Tradewinds Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tradewinds Capital 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	$43.4K	Buy	527 +19	+4%	+$1.59K	0.01%	234
2026 Q1	$39.8K	Hold	508	–	–	0.01%	246
2025 Q4	$39.4K	Hold	508	–	–	0.01%	238
2025 Q3	$39K	Hold	508	–	–	0.01%	233
2025 Q2	$36.9K	Sell	508 -2	-0.4%	-$135	0.01%	227
2025 Q1	$32.4K	Buy	510 +2	+0.4%	+$126	0.01%	236
2024 Q4	$30.9K	Hold	508	–	–	0.01%	243
2024 Q3	$34.4K	Hold	508	–	–	0.01%	215
2024 Q2	$31.3K	Buy	508 +108	+27%	+$6.77K	0.01%	215
2024 Q1	$25.3K	Hold	400	–	–	0.01%	207
2023 Q4	$24.8K	Hold	400	–	–	0.01%	175
2023 Q3	$22.6K	Hold	400	–	–	0.01%	173
2023 Q2	$23.6K	Sell	400 -32	-7%	-$1.91K	0.01%	173
2023 Q1	$25.7K	Buy	+432	New	+$25.6K	0.01%	160
2022 Q2	–	Sell	-425	Closed	-$28K	–	724
2022 Q1	$28K	Hold	425	–	–	﹤0.01%	328
2021 Q4	$31K	Hold	425	–	–	﹤0.01%	318
2021 Q3	$32K	Hold	425	–	–	0.01%	308
2021 Q2	$32K	Hold	425	–	–	0.01%	310
2021 Q1	$31K	Hold	425	–	–	0.01%	297
2020 Q4	$29K	Buy	+425	New	+$26.8K	0.01%	282
2015 Q3	–	Sell	-194	Closed	-$10K	–	702
2015 Q2	$10K	Buy	+194	New	+$10.1K	0.01%	408

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

Tradewinds Capital Management's SCZ Position: Q2 2026 in Review

Tradewinds Capital Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 3.7% in Q2 2026, buying an estimated $1.59K and bringing the position to 527 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Tradewinds Capital Management first reported a position in SCZ in Q2 2015 and has held it in 21 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Tradewinds Capital Management held 527 shares of iShares MSCI EAFE Small-Cap ETF worth $43.4K as of Q2 2026.
Tradewinds Capital Management bought 19 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.59K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #234 holding.
Tradewinds Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and has held it in 21 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.