Lake Street Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Buy
2025
Q2
$441K Buy
2025
Q1
$382K Hold
2024
Q4
$365K Buy
2024
Q3
$401K Buy
2024
Q2
$361K Buy
2024
Q1
$362K Buy
2023
Q4
$340K Buy
2023
Q3
$308K Buy
2023
Q2
$319K Buy
2023
Q1
$293K Buy
2022
Q4
$251K Buy
2022
Q3
$216K Buy
2022
Q2
$228K Buy
2022
Q1
$266K Buy