Hefty Wealth Partners’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
2018
Q1
Sell
2017
Q4
$16K Sell
2017
Q3
$1.12M Buy
2017
Q2
$990K Buy
2016
Q3
Sell
2016
Q2
$339K Buy