Fonville Wealth Management’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 | $7.38M | Buy |
101,592
+7,586
| +8% | +$551K | 1.87% | 19 |
|
|
2025
Q1 | $6.1M | Buy |
94,006
+6,914
| +8% | +$448K | 1.8% | 19 |
|
|
2024
Q4 | $5.29M | Buy |
87,092
+5,609
| +7% | +$341K | 1.75% | 20 |
|
|
2024
Q3 | $5.52M | Buy |
81,483
+9,437
| +13% | +$639K | 1.91% | 16 |
|
|
2024
Q2 | $4.44M | Buy |
72,046
+9,215
| +15% | +$568K | 1.76% | 20 |
|
|
2024
Q1 | $3.98M | Buy |
62,831
+7,666
| +14% | +$485K | 1.76% | 17 |
|
|
2023
Q4 | $3.41M | Buy |
+55,165
| New | +$3.41M | 1.81% | 20 |
|