FWTB
First Western Trust Bank’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Hold |
12,538
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $797K | Sell |
12,538
-503
| -4% | -$32K | 0.04% | 92 |
|
|
2024
Q4 | $792K | Hold |
13,041
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $883K | Hold |
13,041
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $804K | Hold |
13,041
| – | – | 0.04% | 94 |
|
|
2024
Q1 | $826K | Hold |
13,041
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $807K | Sell |
13,041
-1,468
| -10% | -$90.9K | 0.04% | 97 |
|
|
2023
Q3 | $819K | Sell |
14,509
-1,843
| -11% | -$104K | 0.04% | 93 |
|
|
2023
Q2 | $964K | Sell |
16,352
-34
| -0.2% | -$2.01K | 0.05% | 92 |
|
|
2023
Q1 | $975K | Sell |
16,386
-522
| -3% | -$31.1K | 0.05% | 94 |
|
|
2022
Q4 | $955K | Hold |
16,908
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $825K | Sell |
16,908
-100
| -0.6% | -$4.88K | 0.06% | 89 |
|
|
2022
Q2 | $932K | Sell |
17,008
-2,826
| -14% | -$155K | 0.06% | 86 |
|
|
2022
Q1 | $1.34M | Buy |
+19,834
| New | +$1.34M | 0.07% | 79 |
|