Burkett Financial Services’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 | $79K | Buy |
1,087
+17
| +2% | +$1.24K | 0.03% | 80 |
|
|
2025
Q1 | $68K | Hold |
1,070
| – | – | 0.03% | 79 |
|
|
2024
Q4 | $65K | Buy |
1,070
+21
| +2% | +$1.28K | 0.03% | 76 |
|
|
2024
Q3 | $71K | Hold |
1,049
| – | – | 0.03% | 68 |
|
|
2024
Q2 | $64.7K | Buy |
1,049
+15
| +1% | +$925 | 0.03% | 67 |
|
|
2024
Q1 | $65.5K | Hold |
1,034
| – | – | 0.03% | 74 |
|
|
2023
Q4 | $64K | Buy |
+1,034
| New | +$64K | 0.04% | 78 |
|