BFG
SCZ icon

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

Birch 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 		$1.58M Buy
19,243
+5,714
+42% +$479K 0.81% 28
2026
Q1 		$1.06M Buy
13,529
+945
+8% +$76.8K 0.62% 36
2025
Q4 		$976K Buy
12,584
+925
+8% +$70.9K 0.56% 38
2025
Q3 		$894K Buy
11,659
+326
+3% +$24.4K 0.53% 44
2025
Q2 		$824K Buy
11,333
+406
+4% +$27.5K 0.66% 38
2025
Q1 		$694K Buy
10,927
+7,246
+197% +$458K 0.62% 34
2024
Q4 		$224K Buy
+3,681
New +$234K 0.25% 77

Other funds holding SCZ

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return