Elmwood Wealth Management’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 | $2.25M | Sell |
30,979
-712
| -2% | -$51.7K | 0.89% | 45 |
|
|
2025
Q1 | $2.01M | Sell |
31,691
-1,450
| -4% | -$92.1K | 0.83% | 49 |
|
|
2024
Q4 | $2.01M | Sell |
33,141
-486
| -1% | -$29.5K | 0.81% | 47 |
|
|
2024
Q3 | $2.28M | Buy |
33,627
+348
| +1% | +$23.6K | 0.94% | 43 |
|
|
2024
Q2 | $2.05M | Buy |
33,279
+1,571
| +5% | +$96.8K | 0.91% | 42 |
|
|
2024
Q1 | $2.01M | Buy |
31,708
+14,282
| +82% | +$904K | 0.86% | 43 |
|
|
2023
Q4 | $1.08M | Sell |
17,426
-14,434
| -45% | -$893K | 0.76% | 43 |
|
|
2023
Q3 | $1.8M | Buy |
31,860
+25
| +0.1% | +$1.41K | 0.87% | 39 |
|
|
2023
Q2 | $1.88M | Hold |
31,835
| – | – | 0.88% | 37 |
|
|
2023
Q1 | $1.89M | Buy |
31,835
+12,694
| +66% | +$755K | 0.9% | 34 |
|
|
2022
Q4 | $1.08M | Buy |
+19,141
| New | +$1.08M | 0.54% | 66 |
|