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Windward Private Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Windward Private Wealth 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 		$697K Hold
8,475
– – 0.22% 30
2026
Q1 		$665K Sell
8,475
-952
-10% -$77.4K 0.23% 29
2025
Q4 		$731K Sell
9,427
-1,440
-13% -$110K 0.25% 29
2025
Q3 		$834K Sell
10,867
-770
-7% -$57.6K 0.29% 27
2025
Q2 		$846K Sell
11,637
-527
-4% -$35.7K 0.31% 27
2025
Q1 		$773K Sell
12,164
-199
-2% -$12.6K 0.3% 29
2024
Q4 		$751K Sell
12,363
-770
-6% -$49K 0.29% 30
2024
Q3 		$889K Sell
13,133
-3,103
-19% -$200K 0.34% 29
2024
Q2 		$1M Sell
16,236
-592
-4% -$37.1K 0.41% 28
2024
Q1 		$1.07M Sell
16,828
-2,265
-12% -$139K 0.44% 28
2023
Q4 		$1.18M Sell
19,093
-8,390
-31% -$479K 0.5% 26
2023
Q3 		$1.55M Sell
27,483
-545
-2% -$32.2K 0.7% 25
2023
Q2 		$1.65M Sell
28,028
-2,416
-8% -$145K 0.73% 24
2023
Q1 		$1.81M Sell
30,444
-783
-3% -$46.5K 0.77% 23
2022
Q4 		$1.76M Sell
31,227
-787
-2% -$42.2K 0.78% 23
2022
Q3 		$1.56M Sell
32,014
-5,255
-14% -$288K 0.75% 23
2022
Q2 		$2.03M Buy
37,269
+180
+0.5% +$10.9K 0.93% 20
2022
Q1 		$2.46M Sell
37,089
-3,312
-8% -$225K 1.02% 18
2021
Q4 		$2.95M Sell
40,401
-834
-2% -$61.9K 1.14% 16
2021
Q3 		$3.07M Sell
41,235
-2,942
-7% -$224K 1.25% 15
2021
Q2 		$3.28M Sell
44,177
-952
-2% -$71.4K 1.34% 16
2021
Q1 		$3.24M Sell
45,129
-5,689
-11% -$404K 1.44% 15
2020
Q4 		$3.47M Buy
+50,818
New +$3.21M 1.62% 14

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Windward Private Wealth Management's SCZ Position: Q2 2026 in Review

Windward Private Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 8,475 shares worth $697K. The position accounts for 0.22% of the portfolio, ranked #30.

Windward Private Wealth Management first reported a position in SCZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.47M in Q4 2020. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Windward Private Wealth Management held 8,475 shares of iShares MSCI EAFE Small-Cap ETF worth $697K as of Q2 2026.
  • Windward Private Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.22% of Windward Private Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Windward Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Windward Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.47M in Q4 2020.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.