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Goodwin Investment Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Goodwin Investment Advisory’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-230
Closed -$14.2K – 70
2023
Q4 		$14.2K Buy
230
+11
+5% +$628 0.01% 57
2023
Q3 		$12.4K Sell
219
-102
-32% -$6.02K 0.01% 73
2023
Q2 		$18.9K Buy
321
+82
+34% +$4.91K 0.01% 70
2023
Q1 		$14.2K Buy
+239
New +$14.2K 0.01% 73
2022
Q1 		– Sell
-608
Closed -$44K – 225
2021
Q4 		$44K Hold
608
– – 0.03% 83
2021
Q3 		$45K Hold
608
– – 0.04% 76
2021
Q2 		$45K Hold
608
– – 0.05% 74
2021
Q1 		$44K Hold
608
– – 0.05% 80
2020
Q4 		$42K Buy
+608
New +$38.4K 0.05% 49

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MMI
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