Lake Street Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
6,065
+50
| +0.8% | +$3.63K | 0.06% | 172 |
|
|
2025
Q1 | $382K | Hold |
6,015
| – | – | 0.06% | 174 |
|
|
2024
Q4 | $365K | Buy |
6,015
+88
| +1% | +$5.35K | 0.06% | 177 |
|
|
2024
Q3 | $401K | Buy |
5,927
+71
| +1% | +$4.81K | 0.06% | 187 |
|
|
2024
Q2 | $361K | Buy |
5,856
+138
| +2% | +$8.51K | 0.05% | 249 |
|
|
2024
Q1 | $362K | Buy |
5,718
+228
| +4% | +$14.4K | 0.05% | 244 |
|
|
2023
Q4 | $340K | Buy |
5,490
+44
| +0.8% | +$2.72K | 0.05% | 242 |
|
|
2023
Q3 | $308K | Buy |
5,446
+32
| +0.6% | +$1.81K | 0.06% | 224 |
|
|
2023
Q2 | $319K | Buy |
5,414
+486
| +10% | +$28.7K | 0.06% | 221 |
|
|
2023
Q1 | $293K | Buy |
4,928
+477
| +11% | +$28.4K | 0.05% | 232 |
|
|
2022
Q4 | $251K | Buy |
4,451
+25
| +0.6% | +$1.41K | 0.05% | 238 |
|
|
2022
Q3 | $216K | Buy |
4,426
+257
| +6% | +$12.5K | 0.05% | 251 |
|
|
2022
Q2 | $228K | Buy |
4,169
+161
| +4% | +$8.81K | 0.05% | 257 |
|
|
2022
Q1 | $266K | Buy |
+4,008
| New | +$266K | 0.05% | 265 |
|