EverSource Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Sell |
498
-661
| -57% | -$48K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $73.6K | Sell |
1,159
-224
| -16% | -$14.2K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $84K | Buy |
1,383
+640
| +86% | +$38.9K | ﹤0.01% | 963 |
|
|
2024
Q3 | $50.3K | Sell |
743
-162
| -18% | -$11K | ﹤0.01% | 1069 |
|
|
2024
Q2 | $58.6K | Buy |
905
+275
| +44% | +$17.8K | ﹤0.01% | 1014 |
|
|
2024
Q1 | $38.6K | Buy |
630
+600
| +2,000% | +$36.7K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $1.86K | Hold |
30
| – | – | ﹤0.01% | 2192 |
|
|
2023
Q3 | $1.69K | Buy |
+30
| New | +$1.69K | ﹤0.01% | 2063 |
|
|
2022
Q2 | – | Sell |
-173
| Closed | -$11K | – | 1870 |
|
|
2022
Q1 | $11K | Sell |
173
-2,058
| -92% | -$131K | ﹤0.01% | 947 |
|
|
2021
Q4 | $163K | Buy |
+2,231
| New | +$163K | 0.05% | 254 |
|