Icon Wealth Advisors’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
2024
Q2
Sell
-3,362
Closed -$213K 487
2024
Q1
$213K Hold
3,362
0.02% 327
2023
Q4
$208K Buy
+3,362
New +$208K 0.02% 317
2022
Q4
Sell
-3,362
Closed -$164K 398
2022
Q3
$164K Buy
+3,362
New +$164K 0.02% 322