Elevation Wealth Partners’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
$72.5K Hold
2025
Q2
$68.7K Buy
2025
Q1
$59.1K Hold
2024
Q4
$56.5K Buy
2024
Q3
$61.7K Hold
2024
Q2
$56.2K Buy
2024
Q1
$56.9K Buy
2023
Q4
$50.1K Hold
2023
Q3
$50.1K Hold
2023
Q2
$52.3K Hold
2023
Q1
$52.8K Buy