EWM
EPG Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24K | Buy |
45
+1
| +2% | +$72 | ﹤0.01% | 300 |
|
|
2025
Q1 | $2.79K | Hold |
44
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $2.67K | Buy |
44
+1
| +2% | +$61 | ﹤0.01% | 409 |
|
|
2024
Q3 | $2.91K | Buy |
+43
| New | +$2.91K | ﹤0.01% | 406 |
|
|
2024
Q2 | – | Sell |
-43
| Closed | -$2.72K | – | 430 |
|
|
2024
Q1 | $2.72K | Hold |
43
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $2.55K | Hold |
43
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $2.43K | Sell |
43
-10
| -19% | -$565 | ﹤0.01% | 402 |
|
|
2023
Q2 | $3.13K | Buy |
53
+10
| +23% | +$590 | ﹤0.01% | 391 |
|
|
2023
Q1 | $2.56K | Hold |
43
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $2.43K | Hold |
43
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 373 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$3K | – | 366 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 386 |
|
|
2021
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 362 |
|
|
2020
Q2 | – | Sell |
-99
| Closed | -$4K | – | 648 |
|
|
2020
Q1 | $4K | Buy |
99
+56
| +130% | +$2.26K | ﹤0.01% | 635 |
|
|
2019
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 577 |
|