Essex Private 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
2024
Q3
$205K Buy
2022
Q1
Sell
2021
Q4
$202K Hold
2021
Q3
$206K Sell
2021
Q2
$228K Hold
2021
Q1
$221K Hold
2020
Q4
$210K Buy