Angeles Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Sell |
198
-2,023
| -91% | -$147K | ﹤0.01% | 408 |
|
|
2025
Q1 | $141K | Sell |
2,221
-407
| -15% | -$25.9K | 0.01% | 295 |
|
|
2024
Q4 | $160K | Buy |
2,628
+2,430
| +1,227% | +$148K | 0.01% | 302 |
|
|
2024
Q3 | $13.4K | Hold |
198
| – | – | ﹤0.01% | 316 |
|
|
2024
Q2 | $12.2K | Hold |
198
| – | – | ﹤0.01% | 285 |
|
|
2024
Q1 | $12.5K | Hold |
198
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $12.3K | Buy |
198
+56
| +39% | +$3.47K | ﹤0.01% | 248 |
|
|
2023
Q3 | $8.02K | Buy |
+142
| New | +$8.02K | ﹤0.01% | 221 |
|