Copperwynd Financial’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 | $9.07M | Buy |
+124,832
| New | +$9.07M | 2.26% | 10 |
|
|
2023
Q2 | – | Sell |
-84,968
| Closed | -$5.06M | – | 151 |
|
|
2023
Q1 | $5.06M | Buy |
84,968
+18,219
| +27% | +$1.08M | 2.58% | 8 |
|
|
2022
Q4 | $3.77M | Buy |
+66,749
| New | +$3.77M | 2.12% | 8 |
|
|
2021
Q3 | – | Sell |
-59,851
| Closed | -$4.44M | – | 125 |
|
|
2021
Q2 | $4.44M | Sell |
59,851
-608
| -1% | -$45.1K | 1.88% | 14 |
|
|
2021
Q1 | $4.34M | Sell |
60,459
-1,490
| -2% | -$107K | 1.95% | 14 |
|
|
2020
Q4 | $4.23M | Buy |
+61,949
| New | +$4.23M | 2.04% | 13 |
|