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Lee Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lee Financial’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 		$1.58M Hold
19,245
– – 0.2% 50
2026
Q1 		$1.51M Sell
19,245
-365
-2% -$29.7K 0.21% 49
2025
Q4 		$1.52M Sell
19,610
-910
-4% -$69.8K 0.21% 54
2025
Q3 		$1.57M Sell
20,520
-260
-1% -$19.5K 0.2% 63
2025
Q2 		$1.51M Buy
20,780
+60
+0.3% +$4.06K 0.22% 54
2025
Q1 		$1.32M Sell
20,720
-46
-0.2% -$2.91K 0.2% 54
2024
Q4 		$1.26M Sell
20,766
-1,898
-8% -$121K 0.18% 62
2024
Q3 		$1.53M Sell
22,664
-90
-0.4% -$5.79K 0.22% 50
2024
Q2 		$1.4M Sell
22,754
-211
-0.9% -$13.2K 0.23% 45
2024
Q1 		$1.45M Sell
22,965
-58
-0.3% -$3.55K 0.24% 48
2023
Q4 		$1.43M Sell
23,023
-5,289
-19% -$302K 0.25% 44
2023
Q3 		$1.6M Sell
28,312
-230
-0.8% -$13.6K 0.3% 35
2023
Q2 		$1.68M Sell
28,542
-9,790
-26% -$586K 0.29% 37
2023
Q1 		$2.28M Sell
38,332
-11,528
-23% -$684K 0.39% 30
2022
Q4 		$2.82M Sell
49,860
-11,537
-19% -$619K 0.48% 25
2022
Q3 		$3M Buy
61,397
+8,565
+16% +$470K 0.56% 23
2022
Q2 		$2.88M Buy
52,832
+45,449
+616% +$2.75M 0.53% 24
2022
Q1 		$490K Buy
7,383
+559
+8% +$38K 0.09% 95
2021
Q4 		$499K Buy
6,824
+212
+3% +$15.7K 0.09% 97
2021
Q3 		$492K Buy
6,612
+518
+9% +$39.4K 0.1% 94
2021
Q2 		$452K Buy
6,094
+539
+10% +$40.5K 0.1% 96
2021
Q1 		$399K Buy
5,555
+73
+1% +$5.18K 0.09% 95
2020
Q4 		$375K Buy
5,482
+120
+2% +$7.57K 0.1% 93
2020
Q3 		$316K Sell
5,362
-1,981
-27% -$114K 0.09% 98
2020
Q2 		$394K Sell
7,343
-2,351
-24% -$118K 0.11% 90
2020
Q1 		$435K Sell
9,694
-1,066
-10% -$59.2K 0.14% 73
2019
Q4 		$670K Sell
10,760
-3,764
-26% -$226K 0.14% 82
2019
Q3 		$831K Sell
14,524
-3,553
-20% -$201K 0.19% 69
2019
Q2 		$1.04M Buy
18,077
+190
+1% +$11K 0.23% 61
2019
Q1 		$1.03M Buy
+17,887
New +$1M 0.24% 58

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

Lee Financial's SCZ Position: Q2 2026 in Review

Lee Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 19,245 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #50.

Lee Financial first reported a position in SCZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $3M in Q3 2022. 769 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Lee Financial held 19,245 shares of iShares MSCI EAFE Small-Cap ETF worth $1.58M as of Q2 2026.
  • Lee Financial left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.2% of Lee Financial's portfolio in Q2 2026, its #50 holding.
  • Lee Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Lee Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $3M in Q3 2022.
  • 769 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.