Cassady Schiller Wealth Management’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
Q4 | $175K | Hold |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $182K | Hold |
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|
2023
Q4 | $178K | Hold |
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|
2023
Q3 | $163K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $463K | Hold |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $611K | Buy |
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