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James J. Burns & Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

James J. Burns & Company’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 		$3.51M Buy
42,698
+2,486
+6% +$208K 0.38% 41
2026
Q1 		$3.15M Buy
40,212
+1,509
+4% +$123K 0.43% 43
2025
Q4 		$3M Buy
38,703
+2,503
+7% +$192K 0.41% 43
2025
Q3 		$2.78M Buy
36,200
+1,180
+3% +$88.3K 0.41% 44
2025
Q2 		$2.55M Buy
35,020
+685
+2% +$46.4K 0.42% 42
2025
Q1 		$2.18M Buy
34,335
+1,866
+6% +$118K 0.39% 44
2024
Q4 		$1.97M Buy
32,469
+3,407
+12% +$217K 0.34% 45
2024
Q3 		$1.97M Buy
29,062
+2,135
+8% +$137K 0.36% 43
2024
Q2 		$1.66M Buy
26,927
+12,893
+92% +$808K 0.33% 47
2024
Q1 		$877K Sell
14,034
-7,736
-36% -$473K 0.31% 42
2023
Q4 		$1.35M Sell
21,770
-2,149
-9% -$123K 0.32% 45
2023
Q3 		$1.35M Sell
23,919
-1,466
-6% -$86.5K 0.36% 44
2023
Q2 		$1.5M Sell
25,385
-10,088
-28% -$603K 0.38% 44
2023
Q1 		$2.11M Buy
35,473
+6,029
+20% +$358K 0.54% 39
2022
Q4 		$1.66M Buy
29,444
+2,107
+8% +$113K 0.68% 33
2022
Q3 		$1.33M Buy
+27,337
New +$1.5M 0.59% 37

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

James J. Burns & Company's SCZ Position: Q2 2026 in Review

James J. Burns & Company increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.2% in Q2 2026, buying an estimated $208K and bringing the position to 42,698 shares worth $3.51M. The position accounts for 0.38% of the portfolio, ranked #41.

James J. Burns & Company first reported a position in SCZ in Q3 2022 and has held it in 16 quarters since. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • James J. Burns & Company held 42,698 shares of iShares MSCI EAFE Small-Cap ETF worth $3.51M as of Q2 2026.
  • James J. Burns & Company bought 2,486 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $208K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.38% of James J. Burns & Company's portfolio in Q2 2026, its #41 holding.
  • James J. Burns & Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.