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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
Q2 		$228K Buy
2,769
+5
+0.2% +$419 0.01% 434
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
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

Berger Financial Group's SCZ Position: Q2 2026 in Review

Berger Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.18% in Q2 2026, buying an estimated $419 and bringing the position to 2,769 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #434.

Berger Financial Group first reported a position in SCZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $271K in Q3 2023. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Berger Financial Group held 2,769 shares of iShares MSCI EAFE Small-Cap ETF worth $228K as of Q2 2026.
  • Berger Financial Group bought 5 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $419.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #434 holding.
  • Berger Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Berger Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $271K in Q3 2023.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.