HB 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 | $896K | Buy |
12,331
+7,827
| +174% | +$569K | 0.01% | 551 |
|
|
2025
Q1 | $286K | Hold |
4,504
| – | – | ﹤0.01% | 971 |
|
|
2024
Q4 | $274K | Buy |
4,504
+574
| +15% | +$34.9K | ﹤0.01% | 832 |
|
|
2024
Q3 | $266K | Hold |
3,930
| – | – | ﹤0.01% | 788 |
|
|
2024
Q2 | $242K | Sell |
3,930
-27
| -0.7% | -$1.66K | ﹤0.01% | 774 |
|
|
2024
Q1 | $251K | Buy |
3,957
+70
| +2% | +$4.43K | ﹤0.01% | 715 |
|
|
2023
Q4 | $241K | Sell |
3,887
-599
| -13% | -$37.1K | ﹤0.01% | 684 |
|
|
2023
Q3 | $253K | Buy |
4,486
+520
| +13% | +$29.4K | ﹤0.01% | 617 |
|
|
2023
Q2 | $234K | Buy |
3,966
+71
| +2% | +$4.19K | ﹤0.01% | 623 |
|
|
2023
Q1 | $232K | Hold |
3,895
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $220K | Buy |
+3,895
| New | +$220K | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-4,062
| Closed | -$222K | – | 611 |
|
|
2022
Q2 | $222K | Sell |
4,062
-1,192
| -23% | -$65.1K | ﹤0.01% | 519 |
|
|
2022
Q1 | $349K | Buy |
5,254
+978
| +23% | +$65K | 0.01% | 417 |
|
|
2021
Q4 | $313K | Buy |
+4,276
| New | +$313K | 0.01% | 377 |
|