GPWA
Great Point 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
Q1 | $1.27M | Sell |
19,998
-1,396
| -7% | -$88.7K | 0.27% | 38 |
|
|
2024
Q4 | $1.3M | Buy |
21,394
+25
| +0.1% | +$1.52K | 0.28% | 39 |
|
|
2024
Q3 | $1.45M | Sell |
21,369
-223
| -1% | -$15.1K | 0.31% | 38 |
|
|
2024
Q2 | $1.33M | Hold |
21,592
| – | – | 0.3% | 39 |
|
|
2024
Q1 | $1.37M | Sell |
21,592
-2,455
| -10% | -$155K | 0.32% | 39 |
|
|
2023
Q4 | $1.49M | Sell |
24,047
-83
| -0.3% | -$5.14K | 0.39% | 39 |
|
|
2023
Q3 | $1.36M | Hold |
24,130
| – | – | 0.41% | 39 |
|
|
2023
Q2 | $1.42M | Hold |
24,130
| – | – | 0.43% | 39 |
|
|
2023
Q1 | $1.44M | Sell |
24,130
-3,767
| -14% | -$224K | 0.46% | 39 |
|
|
2022
Q4 | $1.58M | Buy |
27,897
+13,057
| +88% | +$737K | 0.53% | 36 |
|
|
2022
Q3 | $724K | Sell |
14,840
-13,648
| -48% | -$666K | 0.27% | 42 |
|
|
2022
Q2 | $1.56M | Buy |
+28,488
| New | +$1.56M | 0.55% | 35 |
|