CWA
CM Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
6,141
+1,633
| +36% | +$119K | 0.13% | 56 |
|
|
2025
Q1 | $286K | Buy |
+4,508
| New | +$286K | 0.09% | 70 |
|
|
2024
Q4 | – | Sell |
-13,052
| Closed | -$884K | – | 87 |
|
|
2024
Q3 | $884K | Buy |
+13,052
| New | +$884K | 0.29% | 33 |
|
|
2024
Q2 | – | Sell |
-189,564
| Closed | -$12M | – | 161 |
|
|
2024
Q1 | $12M | Buy |
+189,564
| New | +$12M | 3.42% | 7 |
|