AWA
Aletheian Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
14,401
-3
| -0% | -$218 | 0.51% | 38 |
|
|
2025
Q1 | $915K | Sell |
14,404
-60
| -0.4% | -$3.81K | 0.51% | 38 |
|
|
2024
Q4 | $879K | Sell |
14,464
-259
| -2% | -$15.7K | 0.52% | 40 |
|
|
2024
Q3 | $997K | Sell |
14,723
-3,778
| -20% | -$256K | 0.58% | 36 |
|
|
2024
Q2 | $1.14M | Buy |
18,501
+1
| +0% | +$62 | 0.6% | 38 |
|
|
2024
Q1 | $1.17M | Sell |
18,500
-24
| -0.1% | -$1.52K | 0.64% | 39 |
|
|
2023
Q4 | $1.15M | Buy |
18,524
+8,257
| +80% | +$511K | 0.76% | 34 |
|
|
2023
Q3 | $580K | Sell |
10,267
-99
| -1% | -$5.59K | 0.44% | 55 |
|
|
2023
Q2 | $611K | Buy |
10,366
+1,658
| +19% | +$97.8K | 0.42% | 60 |
|
|
2023
Q1 | $518K | Sell |
8,708
-2,121
| -20% | -$126K | 0.46% | 40 |
|
|
2022
Q4 | $612K | Buy |
10,829
+4,318
| +66% | +$244K | 0.53% | 40 |
|
|
2022
Q3 | $318K | Buy |
6,511
+2,720
| +72% | +$133K | 0.36% | 42 |
|
|
2022
Q2 | $207K | Sell |
3,791
-10,254
| -73% | -$560K | 0.21% | 56 |
|
|
2022
Q1 | $932K | Buy |
+14,045
| New | +$932K | 0.88% | 29 |
|