FVWA
Foster Victor Wealth Advisors’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 | $286K | Buy |
3,904
+338
| +9% | +$24.7K | 0.02% | 168 |
|
|
2025
Q1 | $222K | Buy |
3,566
+2
| +0.1% | +$125 | 0.02% | 176 |
|
|
2024
Q4 | $217K | Sell |
3,564
-289
| -8% | -$17.6K | 0.02% | 183 |
|
|
2024
Q3 | $254K | Buy |
3,853
+290
| +8% | +$19.1K | 0.02% | 173 |
|
|
2024
Q2 | $230K | Buy |
3,563
+37
| +1% | +$2.39K | 0.02% | 178 |
|
|
2024
Q1 | $221K | Hold |
3,526
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $216K | Buy |
+3,526
| New | +$216K | 0.02% | 156 |
|
|
2023
Q3 | – | Sell |
-3,526
| Closed | -$206K | – | 172 |
|
|
2023
Q2 | $206K | Hold |
3,526
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $211K | Sell |
3,526
-96
| -3% | -$5.76K | 0.03% | 153 |
|
|
2022
Q4 | $210K | Buy |
+3,622
| New | +$210K | 0.03% | 147 |
|
|
2022
Q3 | – | Sell |
-3,819
| Closed | -$204K | – | 146 |
|
|
2022
Q2 | $204K | Buy |
3,819
+759
| +25% | +$40.5K | 0.03% | 127 |
|
|
2022
Q1 | $200K | Sell |
3,060
-816
| -21% | -$53.3K | 0.03% | 132 |
|
|
2021
Q4 | $283K | Sell |
3,876
-879
| -18% | -$64.2K | 0.04% | 120 |
|
|
2021
Q3 | $354K | Sell |
4,755
-1,259
| -21% | -$93.7K | 0.06% | 109 |
|
|
2021
Q2 | $446K | Sell |
6,014
-2,841
| -32% | -$211K | 0.07% | 104 |
|
|
2021
Q1 | $660K | Buy |
8,855
+24
| +0.3% | +$1.79K | 0.12% | 96 |
|
|
2020
Q4 | $604K | Buy |
8,831
+71
| +0.8% | +$4.86K | 0.14% | 95 |
|
|
2020
Q3 | $517K | Sell |
8,760
-3,005
| -26% | -$177K | 0.14% | 93 |
|
|
2020
Q2 | $631K | Sell |
11,765
-83,900
| -88% | -$4.5M | 0.21% | 69 |
|
|
2020
Q1 | $4.4M | Buy |
95,665
+73,259
| +327% | +$3.37M | 1.93% | 9 |
|
|
2019
Q4 | $1.39M | Buy |
+22,406
| New | +$1.39M | 0.6% | 48 |
|