EWS
Evergreen Wealth Solutions’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,570
| Closed | -$377K | – | 115 |
|
|
2024
Q3 | $377K | Hold |
5,570
| – | – | 0.26% | 75 |
|
|
2024
Q2 | $343K | Sell |
5,570
-50
| -0.9% | -$3.08K | 0.24% | 83 |
|
|
2024
Q1 | $356K | Hold |
5,620
| – | – | 0.26% | 79 |
|
|
2023
Q4 | $348K | Buy |
+5,620
| New | +$348K | 0.3% | 80 |
|
|
2022
Q4 | – | Sell |
-9,450
| Closed | -$461K | – | 100 |
|
|
2022
Q3 | $461K | Sell |
9,450
-3,576
| -27% | -$174K | 0.65% | 48 |
|
|
2022
Q2 | $711K | Buy |
13,026
+4,786
| +58% | +$261K | 0.87% | 36 |
|
|
2022
Q1 | $547K | Sell |
8,240
-8,500
| -51% | -$564K | 0.53% | 43 |
|
|
2021
Q4 | $1.22M | Buy |
+16,740
| New | +$1.22M | 1.11% | 25 |
|