AWA
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Amplius 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
2022
Q3
Sell
-6,679
Closed -$364K 173
2022
Q2
$364K Buy
+6,679
New +$364K 0.06% 117
2022
Q1
Sell
-1,760
Closed -$128K 758
2021
Q4
$128K Buy
+1,760
New +$128K 0.02% 222