EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.2K | Hold |
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|
2025
Q2 | $36.2K | Sell |
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|
2025
Q1 | $73.6K | Sell |
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|
2024
Q4 | $84K | Buy |
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|
2024
Q3 | $50.3K | Sell |
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|
2024
Q2 | $58.6K | Buy |
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|
2024
Q1 | $38.6K | Buy |
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|
2023
Q4 | $1.86K | Hold |
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|
2023
Q3 | $1.69K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $163K | Buy |
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