Beam Wealth Advisors’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
Q2 | $2.5M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $662K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $549K | Buy |
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