Elevate Wealth Advisory’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 | $69.8K | Buy |
960
+909
| +1,782% | +$66.1K | 0.05% | 94 |
|
|
2025
Q1 | $3.24K | Hold |
51
| – | – | ﹤0.01% | 126 |
|
|
2024
Q4 | $3.1K | Hold |
51
| – | – | ﹤0.01% | 116 |
|
|
2024
Q3 | $3.45K | Sell |
51
-500
| -91% | -$33.9K | ﹤0.01% | 119 |
|
|
2024
Q2 | $34K | Hold |
551
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $34.9K | Sell |
551
-356
| -39% | -$22.5K | 0.03% | 87 |
|
|
2023
Q4 | $56.2K | Buy |
+907
| New | +$56.2K | 0.05% | 82 |
|