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 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

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

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

MWM

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Burkett Financial Services's SCZ Position: Q2 2026 in Review

Burkett Financial Services increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.4% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,123 shares worth $92.4K. The position accounts for 0.03% of the portfolio, ranked #76.

Burkett Financial Services first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Burkett Financial Services held 1,123 shares of iShares MSCI EAFE Small-Cap ETF worth $92.4K as of Q2 2026.
Burkett Financial Services bought 16 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.34K.
iShares MSCI EAFE Small-Cap ETF made up 0.03% of Burkett Financial Services's portfolio in Q2 2026, its #76 holding.
Burkett Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
232 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.