Atria Wealth Solutions’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 | $823K | Buy |
11,324
+157
| +1% | +$11.4K | 0.02% | 721 |
|
|
2025
Q1 | $709K | Sell |
11,167
-8
| -0.1% | -$508 | 0.01% | 1019 |
|
|
2024
Q4 | $679K | Sell |
11,175
-71
| -0.6% | -$4.31K | 0.01% | 1088 |
|
|
2024
Q3 | $761K | Sell |
11,246
-5,197
| -32% | -$352K | 0.01% | 1028 |
|
|
2024
Q2 | $1.01M | Sell |
16,443
-3,436
| -17% | -$212K | 0.01% | 890 |
|
|
2024
Q1 | $1.26M | Buy |
19,879
+1,152
| +6% | +$73K | 0.01% | 812 |
|
|
2023
Q4 | $1.16M | Sell |
18,727
-3,067
| -14% | -$190K | 0.01% | 800 |
|
|
2023
Q3 | $1.23M | Sell |
21,794
-3,545
| -14% | -$200K | 0.02% | 720 |
|
|
2023
Q2 | $1.49M | Sell |
25,339
-21,064
| -45% | -$1.24M | 0.02% | 678 |
|
|
2023
Q1 | $2.76M | Sell |
46,403
-3,792
| -8% | -$226K | 0.04% | 432 |
|
|
2022
Q4 | $2.84M | Sell |
50,195
-71
| -0.1% | -$4.01K | 0.05% | 398 |
|
|
2022
Q3 | $2.45M | Buy |
50,266
+8,702
| +21% | +$425K | 0.04% | 408 |
|
|
2022
Q2 | $2.27M | Buy |
41,564
+22,130
| +114% | +$1.21M | 0.04% | 383 |
|
|
2022
Q1 | $1.29M | Buy |
+19,434
| New | +$1.29M | 0.02% | 624 |
|