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

Brucke Financial’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	$673K	Sell	7,969 -17	-0.2%	-$1.45K	0.28%	69
2026 Q2	$657K	Buy	7,986 +485	+6%	+$40.6K	0.29%	63
2026 Q1	$588K	Sell	7,501 -58	-0.8%	-$4.72K	0.3%	61
2025 Q4	$586K	Buy	7,559 +13	+0.2%	+$997	0.32%	69
2025 Q3	$575K	Sell	7,546 -31	-0.4%	-$2.32K	0.34%	61
2025 Q2	$551K	Sell	7,577 -52	-0.7%	-$3.52K	0.38%	59
2025 Q1	$507K	Buy	7,629 +663	+10%	+$41.9K	0.44%	57
2024 Q4	$436K	Buy	+6,966	New	+$443K	0.37%	75

Other funds holding SCZ

TIAA Wealth Investment Management New York $16.6B AUM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 New York $608B AUM 32.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brucke Financial's SCZ Position: Q3 2026 in Review

Brucke Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.21% in Q3 2026, selling an estimated $1.45K and leaving 7,969 shares worth $673K. The position accounts for 0.28% of the portfolio, ranked #69.

Brucke Financial first reported a position in SCZ in Q4 2024 and has held it in 8 quarters since. 625 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Brucke Financial held 7,969 shares of iShares MSCI EAFE Small-Cap ETF worth $673K as of Q3 2026.
Brucke Financial sold 17 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.45K.
iShares MSCI EAFE Small-Cap ETF made up 0.28% of Brucke Financial's portfolio in Q3 2026, its #69 holding.
Brucke Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.