Evergreen Wealth Solutions’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
Q4
Sell
2024
Q3
$377K Hold
2024
Q2
$343K Sell
2024
Q1
$356K Hold
2023
Q4
$348K Buy
2022
Q4
Sell
2022
Q3
$461K Sell
2022
Q2
$711K Buy
2022
Q1
$547K Sell
2021
Q4
$1.22M Buy