Beaird Harris Wealth Management’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 | $473K | Sell |
6,508
-125
| -2% | -$9.09K | 0.04% | 92 |
|
|
2025
Q1 | $421K | Hold |
6,633
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $403K | Sell |
6,633
-67
| -1% | -$4.07K | 0.03% | 95 |
|
|
2024
Q3 | $454K | Sell |
6,700
-188
| -3% | -$12.7K | 0.04% | 95 |
|
|
2024
Q2 | $425K | Sell |
6,888
-450
| -6% | -$27.7K | 0.04% | 86 |
|
|
2024
Q1 | $465K | Sell |
7,338
-42
| -0.6% | -$2.66K | 0.05% | 76 |
|
|
2023
Q4 | $457K | Sell |
7,380
-936
| -11% | -$57.9K | 0.05% | 70 |
|
|
2023
Q3 | $470K | Hold |
8,316
| – | – | 0.06% | 61 |
|
|
2023
Q2 | $490K | Sell |
8,316
-3,235
| -28% | -$191K | 0.06% | 60 |
|
|
2023
Q1 | $687K | Sell |
11,551
-45
| -0.4% | -$2.68K | 0.12% | 47 |
|
|
2022
Q4 | $655K | Hold |
11,596
| – | – | 0.12% | 45 |
|
|
2022
Q3 | $566K | Sell |
11,596
-295
| -2% | -$14.4K | 0.12% | 49 |
|
|
2022
Q2 | $649K | Buy |
11,891
+115
| +1% | +$6.28K | 0.18% | 41 |
|
|
2022
Q1 | $781K | Sell |
11,776
-475
| -4% | -$31.5K | 0.28% | 37 |
|
|
2021
Q4 | $895K | Buy |
+12,251
| New | +$895K | 0.33% | 42 |
|