Golden State Wealth Management’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 | $135K | Buy |
1,863
+2
| +0.1% | +$145 | 0.02% | 423 |
|
|
2025
Q1 | $118K | Sell |
1,861
-369
| -17% | -$23.4K | 0.02% | 407 |
|
|
2024
Q4 | $135K | Buy |
+2,230
| New | +$135K | 0.02% | 380 |
|
|
2020
Q2 | – | Sell |
-888
| Closed | -$40K | – | 747 |
|
|
2020
Q1 | $40K | Buy |
+888
| New | +$40K | 0.02% | 395 |
|
|
2019
Q4 | – | Sell |
-444
| Closed | -$25K | – | 746 |
|
|
2019
Q3 | $25K | Buy |
444
+103
| +30% | +$5.8K | 0.01% | 579 |
|
|
2019
Q2 | $19K | Sell |
341
-72
| -17% | -$4.01K | 0.01% | 626 |
|
|
2019
Q1 | $24K | Buy |
+413
| New | +$24K | 0.01% | 582 |
|