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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
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
PL
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Portfolio Solutions
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. 229 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.
  • 229 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.