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

Burkett Financial Services’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 		$94.8K Hold
1,123
– – 0.03% 93
2026
Q2 		$92.4K Buy
1,123
+16
+1% +$1.34K 0.03% 76
2026
Q1 		$86.9K Hold
1,107
– – 0.03% 77
2025
Q4 		$85.9K Buy
1,107
+20
+2% +$1.53K 0.03% 77
2025
Q3 		$83.4K Hold
1,087
– – 0.03% 80
2025
Q2 		$79K Buy
1,087
+17
+2% +$1.15K 0.03% 80
2025
Q1 		$68K Hold
1,070
– – 0.03% 79
2024
Q4 		$65K Buy
1,070
+21
+2% +$1.34K 0.03% 76
2024
Q3 		$71K Hold
1,049
– – 0.03% 68
2024
Q2 		$64.7K Buy
1,049
+15
+1% +$940 0.03% 67
2024
Q1 		$65.5K Hold
1,034
– – 0.03% 74
2023
Q4 		$64K Buy
+1,034
New +$59.1K 0.04% 78

Other funds holding SCZ

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Burkett Financial Services's SCZ Position: Q3 2026 in Review

Burkett Financial Services held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 1,123 shares worth $94.8K. The position accounts for 0.03% of the portfolio, ranked #93.

Burkett Financial Services first reported a position in SCZ in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Burkett Financial Services held 1,123 shares of iShares MSCI EAFE Small-Cap ETF worth $94.8K as of Q3 2026.
  • Burkett Financial Services left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.03% of Burkett Financial Services's portfolio in Q3 2026, its #93 holding.
  • Burkett Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.