FSC Wealth Advisors’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 | $401K | Buy |
5,511
+271
| +5% | +$19.7K | 0.25% | 48 |
|
|
2025
Q1 | $333K | Buy |
5,240
+1,227
| +31% | +$78K | 0.22% | 56 |
|
|
2024
Q4 | $244K | Buy |
4,013
+1,090
| +37% | +$66.2K | 0.16% | 61 |
|
|
2024
Q3 | $198K | Buy |
2,923
+595
| +26% | +$40.3K | 0.14% | 66 |
|
|
2024
Q2 | $143K | Buy |
2,328
+1,117
| +92% | +$68.9K | 0.11% | 64 |
|
|
2024
Q1 | $76.7K | Buy |
1,211
+673
| +125% | +$42.6K | 0.05% | 77 |
|
|
2023
Q4 | $33.3K | Buy |
538
+167
| +45% | +$10.3K | 0.02% | 123 |
|
|
2023
Q3 | $21K | Buy |
371
+24
| +7% | +$1.36K | 0.02% | 125 |
|
|
2023
Q2 | $20.5K | Buy |
347
+171
| +97% | +$10.1K | 0.02% | 110 |
|
|
2023
Q1 | $10.5K | Buy |
176
+32
| +22% | +$1.9K | 0.02% | 116 |
|
|
2022
Q4 | $8.13K | Buy |
144
+42
| +41% | +$2.37K | 0.01% | 118 |
|
|
2022
Q3 | $5K | Buy |
102
+11
| +12% | +$539 | 0.05% | 135 |
|
|
2022
Q2 | $5K | Hold |
91
| – | – | 0.04% | 140 |
|
|
2022
Q1 | $6K | Buy |
91
+52
| +133% | +$3.43K | 0.01% | 138 |
|
|
2021
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 156 |
|