Cahill 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
Q1 | $825K | Sell |
12,979
-41
| -0.3% | -$2.61K | 0.42% | 27 |
|
|
2024
Q4 | $791K | Buy |
13,020
+192
| +1% | +$11.7K | 0.4% | 28 |
|
|
2024
Q3 | $868K | Sell |
12,828
-1,425
| -10% | -$96.5K | 0.45% | 28 |
|
|
2024
Q2 | $879K | Sell |
14,253
-151
| -1% | -$9.31K | 0.52% | 24 |
|
|
2024
Q1 | $912K | Sell |
14,404
-437
| -3% | -$27.7K | 0.53% | 27 |
|
|
2023
Q4 | $919K | Buy |
14,841
+135
| +0.9% | +$8.36K | 0.62% | 24 |
|
|
2023
Q3 | $830K | Sell |
14,706
-251
| -2% | -$14.2K | 0.64% | 24 |
|
|
2023
Q2 | $882K | Sell |
14,957
-131
| -0.9% | -$7.73K | 0.61% | 24 |
|
|
2023
Q1 | $898K | Hold |
15,088
| – | – | 0.66% | 23 |
|
|
2022
Q4 | $915K | Sell |
15,088
-18,299
| -55% | -$1.11M | 0.66% | 24 |
|
|
2022
Q3 | $1.63M | Sell |
33,387
-609
| -2% | -$29.7K | 1.45% | 11 |
|
|
2022
Q2 | $1.87M | Sell |
33,996
-2,753
| -7% | -$152K | 1.58% | 9 |
|
|
2022
Q1 | $2.44M | Buy |
+36,749
| New | +$2.44M | 1.81% | 9 |
|