Elevation Wealth Partners’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 | $68.7K | Buy |
945
+14
| +2% | +$1.02K | 0.03% | 203 |
|
|
2025
Q1 | $59.1K | Hold |
931
| – | – | 0.03% | 213 |
|
|
2024
Q4 | $56.5K | Buy |
931
+19
| +2% | +$1.15K | 0.02% | 217 |
|
|
2024
Q3 | $61.7K | Hold |
912
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $56.2K | Buy |
912
+13
| +1% | +$801 | 0.03% | 208 |
|
|
2024
Q1 | $56.9K | Buy |
899
+12
| +1% | +$760 | 0.03% | 207 |
|
|
2023
Q4 | $50.1K | Hold |
887
| – | – | 0.03% | 207 |
|
|
2023
Q3 | $50.1K | Hold |
887
| – | – | 0.04% | 146 |
|
|
2023
Q2 | $52.3K | Hold |
887
| – | – | 0.04% | 148 |
|
|
2023
Q1 | $52.8K | Buy |
+887
| New | +$52.8K | 0.05% | 146 |
|