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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Birch Financial Group increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 42% in Q2 2026, buying an estimated $479K and bringing the position to 19,243 shares worth $1.58M. The position accounts for 0.81% of the portfolio, ranked #28.

Birch Financial Group first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Birch Financial Group held 19,243 shares of iShares MSCI EAFE Small-Cap ETF worth $1.58M as of Q2 2026.
Birch Financial Group bought 5,714 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $479K.
iShares MSCI EAFE Small-Cap ETF made up 0.81% of Birch Financial Group's portfolio in Q2 2026, its #28 holding.
Birch Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.