Bromfield Sneider 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
2024
Q1
$921K Buy
2023
Q4
$743K Buy
2023
Q3
$675K Hold
2023
Q2
$705K Buy
2023
Q1
$707K Buy
2022
Q4
$660K Buy
2022
Q3
$554K Buy
2022
Q2
$551K Buy
2022
Q1
$475K Buy
2021
Q4
$523K Buy