Windward Private Wealth Management
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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
Q3 		$715K Hold
8,475
– – 0.23% 30
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 $273B AUM 15.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Windward Private Wealth Management's SCZ Position: Q3 2026 in Review

Windward Private Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 8,475 shares worth $715K. The position accounts for 0.23% of the portfolio, ranked #30.

Windward Private Wealth Management first reported a position in SCZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.47M in Q4 2020. 646 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Windward Private Wealth Management held 8,475 shares of iShares MSCI EAFE Small-Cap ETF worth $715K as of Q3 2026.
  • Windward Private Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.23% of Windward Private Wealth Management's portfolio in Q3 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 24 quarters since.
  • Windward Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.47M in Q4 2020.
  • 646 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Windward Private Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.