DWM
Dogwood Wealth Management’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 | $129K | Sell |
1,771
-158
| -8% | -$11.5K | 0.06% | 96 |
|
|
2025
Q1 | $123K | Hold |
1,929
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $117K | Buy |
1,929
+146
| +8% | +$8.87K | 0.06% | 93 |
|
|
2024
Q3 | $121K | Buy |
1,783
+28
| +2% | +$1.9K | 0.07% | 95 |
|
|
2024
Q2 | $108K | Sell |
1,755
-182
| -9% | -$11.2K | 0.07% | 96 |
|
|
2024
Q1 | $123K | Sell |
1,937
-535
| -22% | -$33.9K | 0.08% | 90 |
|
|
2023
Q4 | $153K | Buy |
+2,472
| New | +$153K | 0.12% | 87 |
|