GA
Goldstein 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 | $5.13M | Sell |
70,611
-1,389
| -2% | -$101K | 0.69% | 22 |
|
|
2025
Q1 | $4.57M | Buy |
72,000
+5,858
| +9% | +$372K | 0.67% | 21 |
|
|
2024
Q4 | $4.02M | Buy |
66,142
+1,635
| +3% | +$99.3K | 0.58% | 27 |
|
|
2024
Q3 | $4.37M | Buy |
64,507
+4,433
| +7% | +$300K | 0.66% | 23 |
|
|
2024
Q2 | $3.7M | Buy |
60,074
+3,250
| +6% | +$200K | 0.62% | 27 |
|
|
2024
Q1 | $3.6M | Buy |
56,824
+3,135
| +6% | +$199K | 0.61% | 28 |
|
|
2023
Q4 | $3.32M | Buy |
53,689
+1,583
| +3% | +$98K | 0.56% | 31 |
|
|
2023
Q3 | $2.94M | Buy |
52,106
+2,795
| +6% | +$158K | 0.61% | 28 |
|
|
2023
Q2 | $2.91M | Sell |
49,311
-2,462
| -5% | -$145K | 0.61% | 29 |
|
|
2023
Q1 | $3.08M | Buy |
51,773
+1,139
| +2% | +$67.8K | 0.68% | 29 |
|
|
2022
Q4 | $2.86M | Buy |
+50,634
| New | +$2.86M | 0.69% | 28 |
|