Endowment Wealth Management’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
Q2 | $1.99M | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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