Foundation Wealth Management (Missouri)’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 | $1.96M | Sell |
26,991
-5,006
| -16% | -$364K | 1.37% | 16 |
|
|
2025
Q1 | $2.03M | Buy |
31,997
+3,407
| +12% | +$216K | 1.59% | 15 |
|
|
2024
Q4 | $1.74M | Sell |
28,590
-1,082
| -4% | -$65.7K | 1.35% | 15 |
|
|
2024
Q3 | $2.01M | Sell |
29,672
-2,059
| -6% | -$139K | 1.52% | 15 |
|
|
2024
Q2 | $1.96M | Sell |
31,731
-4,069
| -11% | -$251K | 1.53% | 15 |
|
|
2024
Q1 | $2.27M | Sell |
35,800
-2,868
| -7% | -$182K | 1.85% | 15 |
|
|
2023
Q4 | $2.39M | Sell |
38,668
-4,457
| -10% | -$276K | 2.14% | 14 |
|
|
2023
Q3 | $2.44M | Sell |
43,125
-5,817
| -12% | -$328K | 2.43% | 14 |
|
|
2023
Q2 | $2.89M | Sell |
48,942
-6,452
| -12% | -$381K | 2.82% | 10 |
|
|
2023
Q1 | $3.3M | Sell |
55,394
-18,164
| -25% | -$1.08M | 3.39% | 7 |
|
|
2022
Q4 | $4.15M | Buy |
+73,558
| New | +$4.15M | 4.22% | 4 |
|