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

Lake Street Private Wealth’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	$523K	Buy	6,361 +49	+0.8%	+$4.1K	0.06%	173
2026 Q1	$495K	Hold	6,312	–	–	0.06%	170
2025 Q4	$489K	Buy	6,312 +197	+3%	+$15.1K	0.06%	177
2025 Q3	$469K	Buy	6,115 +50	+0.8%	+$3.74K	0.06%	176
2025 Q2	$441K	Buy	6,065 +50	+0.8%	+$3.38K	0.06%	172
2025 Q1	$382K	Hold	6,015	–	–	0.06%	174
2024 Q4	$365K	Buy	6,015 +88	+1%	+$5.6K	0.06%	177
2024 Q3	$401K	Buy	5,927 +71	+1%	+$4.57K	0.06%	187
2024 Q2	$361K	Buy	5,856 +138	+2%	+$8.65K	0.05%	249
2024 Q1	$362K	Buy	5,718 +228	+4%	+$13.9K	0.05%	244
2023 Q4	$340K	Buy	5,490 +44	+0.8%	+$2.51K	0.05%	242
2023 Q3	$308K	Buy	5,446 +32	+0.6%	+$1.89K	0.06%	224
2023 Q2	$319K	Buy	5,414 +486	+10%	+$29.1K	0.06%	221
2023 Q1	$293K	Buy	4,928 +477	+11%	+$28.3K	0.05%	232
2022 Q4	$251K	Buy	4,451 +25	+0.6%	+$1.34K	0.05%	238
2022 Q3	$216K	Buy	4,426 +257	+6%	+$14.1K	0.05%	252
2022 Q2	$228K	Buy	4,169 +161	+4%	+$9.74K	0.05%	260
2022 Q1	$266K	Buy	+4,008	New	+$272K	0.05%	268

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Private Wealth's SCZ Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.78% in Q2 2026, buying an estimated $4.1K and bringing the position to 6,361 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #173.

Lake Street Private Wealth first reported a position in SCZ in Q1 2022 and has held it in 18 quarters since. 765 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Lake Street Private Wealth held 6,361 shares of iShares MSCI EAFE Small-Cap ETF worth $523K as of Q2 2026.
Lake Street Private Wealth bought 49 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.1K.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #173 holding.
Lake Street Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
765 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.