Financial Synergies 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 | $703K | Hold |
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|
2025
Q2 | $666K | Buy |
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|
2025
Q1 | $573K | Hold |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $604K | Hold |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $827K | Sell |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.39M | Sell |
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|
2021
Q3 | $2.44M | Sell |
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|
2021
Q2 | $2.69M | Sell |
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|
2021
Q1 | $2.63M | Hold |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $9.23M | Sell |
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|
2020
Q2 | $15.2M | Buy |
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