Beaird Harris Wealth Management’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 | $498K | Sell |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $470K | Hold |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $655K | Hold |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $895K | Buy |
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