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

Berger Financial Group’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 Q1	$217K	Sell	2,764 -19	-0.7%	-$1.54K	0.01%	441
2025 Q4	$216K	Buy	2,783 +2	+0.1%	+$153	0.01%	436
2025 Q3	$213K	Sell	2,781 -250	-8%	-$18.7K	0.01%	419
2025 Q2	$220K	Buy	+3,031	New	+$205K	0.01%	392
2025 Q1	–	Sell	-3,706	Closed	-$225K	–	435
2024 Q4	$225K	Sell	3,706 -232	-6%	-$14.8K	0.02%	379
2024 Q3	$267K	Sell	3,938 -95	-2%	-$6.11K	0.02%	332
2024 Q2	$249K	Sell	4,033 -122	-3%	-$7.65K	0.02%	322
2024 Q1	$263K	Sell	4,155 -201	-5%	-$12.3K	0.02%	305
2023 Q4	$270K	Sell	4,356 -435	-9%	-$24.8K	0.03%	249
2023 Q3	$271K	Buy	4,791 +1,124	+31%	+$66.3K	0.03%	225
2023 Q2	$216K	Buy	+3,667	New	+$219K	0.02%	266
2022 Q2	–	Sell	-3,314	Closed	-$220K	–	277
2022 Q1	$220K	Buy	+3,314	New	+$225K	0.03%	252

Other funds holding SCZ

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Berger Financial Group's SCZ Position: Q1 2026 in Review

Berger Financial Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.68% in Q1 2026, selling an estimated $1.54K and leaving 2,764 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #441.

Berger Financial Group first reported a position in SCZ in Q1 2022 and has held it in 12 quarters since. The position peaked at $271K in Q3 2023. 758 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Berger Financial Group held 2,764 shares of iShares MSCI EAFE Small-Cap ETF worth $217K as of Q1 2026.
Berger Financial Group sold 19 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.54K.
iShares MSCI EAFE Small-Cap ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #441 holding.
Berger Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 12 quarters since.
Berger Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $271K in Q3 2023.
758 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.