Elevate Wealth Advisory’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
2025
Q3
$73.7K Hold
2025
Q2
$69.8K Buy
2025
Q1
$3.24K Hold
2024
Q4
$3.1K Hold
2024
Q3
$3.45K Sell
2024
Q2
$34K Hold
2024
Q1
$34.9K Sell
2023
Q4
$56.2K Buy