Avidian Wealth Enterprises’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
2025
Q2
$1.19M Buy
2025
Q1
$1.04M Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.43M Sell
2024
Q2
$1.77M Sell
2024
Q1
$2.7M Sell
2023
Q4
$3.12M Sell
2023
Q3
$4.12M Sell
2023
Q2
$7.4M Buy
2023
Q1
$5.77M Buy
2022
Q4
$514K Sell
2022
Q3
$445K Sell
2022
Q2
$526K Buy
2022
Q1
$497K Sell
2021
Q4
$745K Buy