Aletheian Wealth Advisors’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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $879K | Sell |
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|
2024
Q3 | $997K | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $932K | Buy |
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