Lake Point Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$10.9M	Buy	199,700 +1,833	+0.9%	+$111K	6.19%	9
2022 Q1	$13.1M	Buy	197,867 +63,880	+48%	+$4.34M	6.07%	6
2021 Q4	$9.79M	Buy	+133,987	New	+$9.95M	4.28%	6
2019 Q1	–	Sell	-28	Closed	-$1K	–	833
2018 Q4	$1K	Buy	+28	New	+$1.57K	﹤0.01%	776

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Lake Point Wealth Management's SCZ Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.93% in Q2 2022, buying an estimated $111K and bringing the position to 199,700 shares worth $10.9M. The position accounts for 6.19% of the portfolio, ranked #9.

Lake Point Wealth Management first reported a position in SCZ in Q4 2018 and has held it in 4 quarters since. The position peaked at $13.1M in Q1 2022. 666 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Lake Point Wealth Management held 199,700 shares of iShares MSCI EAFE Small-Cap ETF worth $10.9M as of Q2 2022.
Lake Point Wealth Management bought 1,833 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $111K.
iShares MSCI EAFE Small-Cap ETF made up 6.19% of Lake Point Wealth Management's portfolio in Q2 2022, its #9 holding.
Lake Point Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 4 quarters since.
Lake Point Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $13.1M in Q1 2022.
666 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.