LS
SCZ icon

Leelyn Smith’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-212
Closed -$12K – 360
2022
Q4 		$12K Hold
212
– – ﹤0.01% 307
2022
Q3 		$10K Hold
212
– – ﹤0.01% 289
2022
Q2 		$12K Sell
212
-91
-30% -$5.51K ﹤0.01% 276
2022
Q1 		$20K Buy
303
+1
+0.3% +$68 0.01% 243
2021
Q4 		$22K Buy
302
+207
+218% +$15.4K 0.01% 240
2021
Q3 		$7K Hold
95
– – ﹤0.01% 305
2021
Q2 		$7K Hold
95
– – ﹤0.01% 302
2021
Q1 		$7K Hold
95
– – ﹤0.01% 319
2020
Q4 		$6K Buy
+95
New +$6K ﹤0.01% 306

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return