Cascade Financial Partners’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 | $4.66M | Buy |
64,067
+1,265
| +2% | +$91.9K | 0.56% | 35 |
|
|
2025
Q1 | $3.99M | Sell |
62,802
-293
| -0.5% | -$18.6K | 0.5% | 40 |
|
|
2024
Q4 | $3.83M | Buy |
63,095
+2,363
| +4% | +$144K | 0.5% | 41 |
|
|
2024
Q3 | $3.91M | Sell |
60,732
-209
| -0.3% | -$13.5K | 0.49% | 37 |
|
|
2024
Q2 | $3.76M | Sell |
60,941
-399
| -0.7% | -$24.6K | 0.49% | 36 |
|
|
2024
Q1 | $3.78M | Buy |
+61,340
| New | +$3.78M | 0.54% | 36 |
|