HB Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $782K | Sell |
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|
2025
Q2 | $896K | Buy |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $313K | Buy |
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