Accretive Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799K | Sell |
|
|||||
|
2025
Q2 | $758K | Buy |
|
|||||
|
2025
Q1 | $707K | Buy |
|
|||||
|
2024
Q4 | $577K | Buy |
|
|||||
|
2024
Q3 | $599K | Sell |
|
|||||
|
2024
Q2 | $546K | Sell |
|
|||||
|
2024
Q1 | $556K | Buy |
|
|||||
|
2023
Q4 | $547K | Sell |
|
|||||
|
2023
Q3 | $505K | Buy |
|
|||||
|
2023
Q2 | $512K | Buy |
|
|||||
|
2023
Q1 | $511K | Sell |
|
|||||
|
2022
Q4 | $488K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|
|||||
|
2021
Q4 | $222K | Buy |
|
|||||
|
2021
Q3 | $212K | Buy |
|
|||||
|
2021
Q2 | $210K | Buy |
|