FWA
FSM 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 | $12.4M | Buy |
171,474
+13,595
| +9% | +$980K | 2.01% | 14 |
|
|
2025
Q1 | $10M | Buy |
157,879
+32,263
| +26% | +$2.05M | 2.26% | 13 |
|
|
2024
Q4 | $7.61M | Buy |
125,616
+19,780
| +19% | +$1.2M | 1.86% | 17 |
|
|
2024
Q3 | $7.17M | Buy |
105,836
+9,126
| +9% | +$618K | 1.9% | 17 |
|
|
2024
Q2 | $5.96M | Buy |
96,710
+8,857
| +10% | +$546K | 2% | 18 |
|
|
2024
Q1 | $5.56M | Buy |
87,853
+21,971
| +33% | +$1.39M | 1.98% | 16 |
|
|
2023
Q4 | $4.08M | Buy |
65,882
+15,109
| +30% | +$935K | 1.73% | 19 |
|
|
2023
Q3 | $2.87M | Buy |
50,773
+8,487
| +20% | +$479K | 1.44% | 20 |
|
|
2023
Q2 | $2.52M | Buy |
42,286
+8,843
| +26% | +$526K | 1.26% | 21 |
|
|
2023
Q1 | $1.99M | Buy |
33,443
+3,267
| +11% | +$194K | 1.16% | 24 |
|
|
2022
Q4 | $1.7M | Buy |
30,176
+4,691
| +18% | +$265K | 1.21% | 24 |
|
|
2022
Q3 | $1.24M | Buy |
25,485
+2,443
| +11% | +$119K | 1.03% | 29 |
|
|
2022
Q2 | $1.33M | Buy |
+23,042
| New | +$1.33M | 1.32% | 27 |
|