Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Hazlett, Burt & Watson’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 		$34K Buy
407
+48
+13% +$4.08K 0.01% 538
2026
Q2 		$29K Buy
359
+23
+7% +$1.93K 0.01% 548
2026
Q1 		$26K Hold
336
– – 0.01% 549
2025
Q4 		$26K Hold
336
– – 0.01% 554
2025
Q3 		$25K Hold
336
– – 0.01% 527
2025
Q2 		$24K Hold
336
– – 0.01% 473
2025
Q1 		$21K Sell
336
-220
-40% -$13.9K 0.01% 487
2024
Q4 		$35K Buy
556
+4
+0.7% +$254 0.02% 398
2024
Q3 		$36K Hold
552
– – 0.02% 395
2024
Q2 		$35K Buy
552
+5
+0.9% +$313 0.02% 382
2024
Q1 		$35K Hold
547
– – 0.02% 378
2023
Q4 		$35K Buy
547
+2
+0.4% +$114 0.02% 356
2023
Q3 		$30K Sell
545
-29
-5% -$1.71K 0.02% 369
2023
Q2 		$33K Buy
+574
New +$34.3K 0.02% 359

Other funds holding SCZ

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Hazlett, Burt & Watson's SCZ Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 13% in Q3 2026, buying an estimated $4.08K and bringing the position to 407 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #538.

Hazlett, Burt & Watson first reported a position in SCZ in Q2 2023 and has held it in 14 quarters since. The position peaked at $36K in Q3 2024. 513 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Hazlett, Burt & Watson held 407 shares of iShares MSCI EAFE Small-Cap ETF worth $34K as of Q3 2026.
  • Hazlett, Burt & Watson bought 48 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $4.08K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #538 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Hazlett, Burt & Watson's iShares MSCI EAFE Small-Cap ETF position peaked at $36K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.