BWA
Beam Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
34,445
+13,303
| +63% | +$967K | 0.75% | 36 |
|
|
2025
Q1 | $1.34M | Buy |
21,142
+1,470
| +7% | +$93.4K | 0.45% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
19,672
+2,106
| +12% | +$128K | 0.38% | 56 |
|
|
2024
Q3 | $1.19M | Buy |
17,566
+1,107
| +7% | +$74.9K | 0.36% | 55 |
|
|
2024
Q2 | $1.01M | Buy |
+16,459
| New | +$1.01M | 0.34% | 56 |
|
|
2022
Q4 | – | Sell |
-10,251
| Closed | -$500K | – | 115 |
|
|
2022
Q3 | $500K | Buy |
10,251
+812
| +9% | +$39.6K | 0.56% | 56 |
|
|
2022
Q2 | $515K | Buy |
+9,439
| New | +$515K | 0.57% | 57 |
|
|
2021
Q4 | – | Sell |
-9,701
| Closed | -$722K | – | 134 |
|
|
2021
Q3 | $722K | Buy |
9,701
+779
| +9% | +$58K | 0.62% | 51 |
|
|
2021
Q2 | $662K | Buy |
+8,922
| New | +$662K | 0.57% | 57 |
|
|
2020
Q1 | – | Sell |
-8,819
| Closed | -$549K | – | 170 |
|
|
2019
Q4 | $549K | Buy |
+8,819
| New | +$549K | 0.51% | 62 |
|