Cherry Tree 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
Q2 | $12.4K | Hold |
171
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $10.9K | Buy |
171
+18
| +12% | +$1.14K | ﹤0.01% | 408 |
|
|
2024
Q4 | $9.3K | Hold |
153
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $10.4K | Hold |
153
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $9.43K | Hold |
153
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $9.69K | Hold |
153
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $9.47K | Hold |
153
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $8.64K | Sell |
153
-48
| -24% | -$2.71K | ﹤0.01% | 349 |
|
|
2023
Q2 | $11.9K | Buy |
+201
| New | +$11.9K | ﹤0.01% | 327 |
|