Lee Financial
SCZ icon

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
Q3 		$1.62M Hold
19,245
– – 0.2% 47
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

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Lee Financial's SCZ Position: Q3 2026 in Review

Lee Financial held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2026 at 19,245 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #47.

Lee Financial first reported a position in SCZ in Q1 2019 and has held it in 31 quarters since. The position peaked at $3M in Q3 2022. 228 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Lee Financial held 19,245 shares of iShares MSCI EAFE Small-Cap ETF worth $1.62M as of Q3 2026.
  • Lee Financial left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Small-Cap ETF made up 0.2% of Lee Financial's portfolio in Q3 2026, its #47 holding.
  • Lee Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Lee Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $3M in Q3 2022.
  • 228 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.