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 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Brucke Financial's SCZ Position: Q2 2026 in Review

Brucke Financial increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.5% in Q2 2026, buying an estimated $40.6K and bringing the position to 7,986 shares worth $657K. The position accounts for 0.29% of the portfolio, ranked #63.

Brucke Financial first reported a position in SCZ in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Brucke Financial held 7,986 shares of iShares MSCI EAFE Small-Cap ETF worth $657K as of Q2 2026.
Brucke Financial bought 485 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $40.6K.
iShares MSCI EAFE Small-Cap ETF made up 0.29% of Brucke Financial's portfolio in Q2 2026, its #63 holding.
Brucke Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.