Avidian Wealth Enterprises’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 | $1.19M | Buy |
16,353
+21
| +0.1% | +$1.53K | 0.05% | 184 |
|
|
2025
Q1 | $1.04M | Sell |
16,332
-1,343
| -8% | -$85.3K | 0.05% | 195 |
|
|
2024
Q4 | $1.07M | Sell |
17,675
-3,451
| -16% | -$210K | 0.05% | 175 |
|
|
2024
Q3 | $1.43M | Sell |
21,126
-7,669
| -27% | -$519K | 0.06% | 146 |
|
|
2024
Q2 | $1.77M | Sell |
28,795
-13,858
| -32% | -$854K | 0.07% | 121 |
|
|
2024
Q1 | $2.7M | Sell |
42,653
-7,745
| -15% | -$490K | 0.13% | 87 |
|
|
2023
Q4 | $3.12M | Sell |
50,398
-22,594
| -31% | -$1.4M | 0.19% | 81 |
|
|
2023
Q3 | $4.12M | Sell |
72,992
-52,545
| -42% | -$2.97M | 0.29% | 72 |
|
|
2023
Q2 | $7.4M | Buy |
125,537
+28,629
| +30% | +$1.69M | 0.48% | 45 |
|
|
2023
Q1 | $5.77M | Buy |
96,908
+87,800
| +964% | +$5.22M | 0.32% | 67 |
|
|
2022
Q4 | $514K | Sell |
9,108
-14
| -0.2% | -$791 | 0.03% | 272 |
|
|
2022
Q3 | $445K | Sell |
9,122
-510
| -5% | -$24.9K | 0.03% | 255 |
|
|
2022
Q2 | $526K | Buy |
9,632
+2,145
| +29% | +$117K | 0.04% | 259 |
|
|
2022
Q1 | $497K | Sell |
7,487
-2,705
| -27% | -$180K | 0.03% | 297 |
|
|
2021
Q4 | $745K | Buy |
+10,192
| New | +$745K | 0.05% | 229 |
|