Arcadia Wealth Management (New Hampshire)’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
2023
Q3
Sell
-3,666
Closed -$216K 53
2023
Q2
$216K Sell
3,666
-7,797
-68% -$460K 0.16% 50
2023
Q1
$682K Sell
11,463
-2,265
-16% -$135K 0.57% 29
2022
Q4
$775K Buy
+13,728
New +$775K 0.68% 27