Foundation Wealth Management (Pennsylvania)’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
$3.51M Sell
48,344
-592
-1% -$43K 1.52% 21
2025
Q1
$3.11M Sell
48,936
-777
-2% -$49.4K 1.48% 20
2024
Q4
$3.02M Buy
+49,713
New +$3.02M 1.46% 22