Fee-Only Financial Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
3,350
| – | – | 0.15% | 36 |
|
|
2025
Q1 | $213K | Hold |
3,350
| – | – | 0.15% | 40 |
|
|
2024
Q4 | $204K | Hold |
3,350
| – | – | 0.13% | 40 |
|
|
2024
Q3 | $227K | Hold |
3,350
| – | – | 0.15% | 40 |
|
|
2024
Q2 | $206K | Hold |
3,350
| – | – | 0.14% | 39 |
|
|
2024
Q1 | $212K | Hold |
3,350
| – | – | 0.14% | 38 |
|
|
2023
Q4 | $207K | Buy |
+3,350
| New | +$207K | 0.15% | 40 |
|