Lee Financial’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 | $1.51M | Buy |
20,780
+60
| +0.3% | +$4.36K | 0.22% | 54 |
|
|
2025
Q1 | $1.32M | Sell |
20,720
-46
| -0.2% | -$2.92K | 0.2% | 54 |
|
|
2024
Q4 | $1.26M | Sell |
20,766
-1,898
| -8% | -$115K | 0.18% | 62 |
|
|
2024
Q3 | $1.53M | Sell |
22,664
-90
| -0.4% | -$6.09K | 0.22% | 50 |
|
|
2024
Q2 | $1.4M | Sell |
22,754
-211
| -0.9% | -$13K | 0.23% | 45 |
|
|
2024
Q1 | $1.45M | Sell |
22,965
-58
| -0.3% | -$3.67K | 0.24% | 48 |
|
|
2023
Q4 | $1.43M | Sell |
23,023
-5,289
| -19% | -$327K | 0.25% | 44 |
|
|
2023
Q3 | $1.6M | Sell |
28,312
-230
| -0.8% | -$13K | 0.3% | 35 |
|
|
2023
Q2 | $1.68M | Sell |
28,542
-9,790
| -26% | -$577K | 0.29% | 37 |
|
|
2023
Q1 | $2.28M | Sell |
38,332
-11,528
| -23% | -$686K | 0.39% | 30 |
|
|
2022
Q4 | $2.82M | Sell |
49,860
-11,537
| -19% | -$652K | 0.48% | 25 |
|
|
2022
Q3 | $3M | Buy |
61,397
+8,565
| +16% | +$418K | 0.56% | 23 |
|
|
2022
Q2 | $2.88M | Buy |
52,832
+45,449
| +616% | +$2.48M | 0.53% | 24 |
|
|
2022
Q1 | $490K | Buy |
7,383
+559
| +8% | +$37.1K | 0.09% | 95 |
|
|
2021
Q4 | $499K | Buy |
6,824
+212
| +3% | +$15.5K | 0.09% | 97 |
|
|
2021
Q3 | $492K | Buy |
6,612
+518
| +9% | +$38.5K | 0.1% | 94 |
|
|
2021
Q2 | $452K | Buy |
6,094
+539
| +10% | +$40K | 0.1% | 96 |
|
|
2021
Q1 | $399K | Buy |
5,555
+73
| +1% | +$5.24K | 0.09% | 95 |
|
|
2020
Q4 | $375K | Buy |
5,482
+120
| +2% | +$8.21K | 0.1% | 93 |
|
|
2020
Q3 | $316K | Sell |
5,362
-1,981
| -27% | -$117K | 0.09% | 98 |
|
|
2020
Q2 | $394K | Sell |
7,343
-2,351
| -24% | -$126K | 0.11% | 90 |
|
|
2020
Q1 | $435K | Sell |
9,694
-1,066
| -10% | -$47.8K | 0.14% | 73 |
|
|
2019
Q4 | $670K | Sell |
10,760
-3,764
| -26% | -$234K | 0.14% | 82 |
|
|
2019
Q3 | $831K | Sell |
14,524
-3,553
| -20% | -$203K | 0.19% | 69 |
|
|
2019
Q2 | $1.04M | Buy |
18,077
+190
| +1% | +$10.9K | 0.23% | 61 |
|
|
2019
Q1 | $1.03M | Buy |
+17,887
| New | +$1.03M | 0.24% | 58 |
|