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

West Coast 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	–	Sell	-6,790	Closed	-$431K	–	127
2025 Q1	$431K	Sell	6,790 -600	-8%	-$37.9K	0.05%	111
2024 Q4	$449K	Sell	7,390 -200	-3%	-$12.7K	0.05%	111
2024 Q3	$514K	Hold	7,590	–	–	0.06%	102
2024 Q2	$468K	Hold	7,590	–	–	0.06%	101
2024 Q1	$481K	Hold	7,590	–	–	0.06%	98
2023 Q4	$470K	Sell	7,590 -125	-2%	-$7.14K	0.06%	99
2023 Q3	$436K	Sell	7,715 -500	-6%	-$29.5K	0.07%	96
2023 Q2	$485K	Sell	8,215 -154	-2%	-$9.21K	0.07%	97
2023 Q1	$498K	Sell	8,369 -5,385	-39%	-$320K	0.08%	91
2022 Q4	$777K	Sell	13,754 -2,422	-15%	-$130K	0.13%	75
2022 Q3	$789K	Hold	16,176	–	–	0.15%	71
2022 Q2	$883K	Sell	16,176 -560	-3%	-$33.9K	0.16%	68
2022 Q1	$1.11M	Sell	16,736 -465	-3%	-$31.6K	0.17%	69
2021 Q4	$1.26M	Hold	17,201	–	–	0.18%	69
2021 Q3	$1.28M	Buy	17,201 +122	+0.7%	+$9.29K	0.21%	69
2021 Q2	$1.27M	Sell	17,079 -23	-0.1%	-$1.73K	0.21%	69
2021 Q1	$1.23M	Sell	17,102 -260	-1%	-$18.5K	0.21%	66
2020 Q4	$1.19M	Hold	17,362	–	–	0.23%	63
2020 Q3	$1.02M	Sell	17,362 -523	-3%	-$30K	0.23%	62
2020 Q2	$959K	Sell	17,885 -4,701	-21%	-$237K	0.23%	57
2020 Q1	$1.01M	Sell	22,586 -1,250	-5%	-$69.5K	0.27%	53
2019 Q4	$1.49M	Sell	23,836 -500	-2%	-$30K	0.32%	46
2019 Q3	$1.39M	Sell	24,336 -2,548	-9%	-$144K	0.32%	48
2019 Q2	$1.54M	Sell	26,884 -145	-0.5%	-$8.37K	0.35%	49
2019 Q1	$1.55M	Sell	27,029 -95	-0.4%	-$5.32K	0.37%	52
2018 Q4	$1.41M	Buy	27,124 +10,455	+63%	+$585K	0.4%	53
2018 Q3	$1.04M	Sell	16,669 -18	-0.1%	-$1.12K	0.24%	74
2018 Q2	$1.05M	Buy	16,687 +463	+3%	+$30.3K	0.29%	60
2018 Q1	$1.06M	Sell	16,224 -2,263	-12%	-$149K	0.3%	57
2017 Q4	$1.19M	Sell	18,487 -990	-5%	-$62.3K	0.34%	57
2017 Q3	$1.21M	Buy	19,477 +140	+0.7%	+$8.37K	0.33%	62
2017 Q2	$1.12M	Sell	19,337 -150	-0.8%	-$8.55K	0.36%	56
2017 Q1	$1.05M	Sell	19,487 -215	-1%	-$11.3K	0.34%	62
2016 Q4	$982K	Sell	19,702 -215	-1%	-$10.8K	0.31%	65
2016 Q3	$1.04M	Sell	19,917 -600	-3%	-$30.4K	0.34%	70
2016 Q2	$990K	Sell	20,517 -300	-1%	-$15.1K	0.36%	63
2016 Q1	$1.04M	Sell	20,817 -225	-1%	-$10.6K	0.43%	52
2015 Q4	$1.05M	Sell	21,042 -270	-1%	-$13.5K	0.44%	58
2015 Q3	$1.02M	Buy	21,312 +1,310	+7%	+$65.3K	0.45%	55
2015 Q2	$1.02M	Sell	20,002 -930	-4%	-$48.5K	0.45%	54
2015 Q1	$1.04M	Sell	20,932 -5,958	-22%	-$288K	0.48%	52
2014 Q4	$1.26M	Sell	26,890 -1,600	-6%	-$75.5K	0.65%	51
2014 Q3	$1.38M	Sell	28,490 -7,330	-20%	-$375K	0.78%	49
2014 Q2	$1.9M	Sell	35,820 -21,816	-38%	-$1.14M	1%	45
2014 Q1	$3.01M	Sell	57,636 -16,595	-22%	-$851K	1.53%	33
2013 Q4	$3.78M	Sell	74,231 -2,305	-3%	-$114K	1.95%	12
2013 Q3	$3.71M	Buy	76,536 +1,730	+2%	+$79.4K	2.06%	10
2013 Q2	$3.14M	Buy	+74,806	New	+$3.31M	1.71%	16

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 $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

West Coast Financial's SCZ Position: Q2 2025 in Review

West Coast Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 6,790 shares — an estimated $431K sold.

West Coast Financial first reported a position in SCZ in Q2 2013 and held it in 48 quarters. The position peaked at $3.78M in Q4 2013. 715 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

West Coast Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 6,790 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $431K.
West Coast Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and held it in 48 quarters.
West Coast Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $3.78M in Q4 2013.
715 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.