Integrated Wealth Concepts’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 | $7.13M | Buy |
98,037
+3,071
| +3% | +$223K | 0.07% | 265 |
|
|
2025
Q1 | $6.03M | Sell |
94,966
-13,199
| -12% | -$839K | 0.07% | 274 |
|
|
2024
Q4 | $6.57M | Buy |
108,165
+12,839
| +13% | +$780K | 0.08% | 247 |
|
|
2024
Q3 | $6.45M | Sell |
95,326
-1,926
| -2% | -$130K | 0.08% | 237 |
|
|
2024
Q2 | $5.99M | Buy |
97,252
+2,816
| +3% | +$174K | 0.08% | 230 |
|
|
2024
Q1 | $5.98M | Sell |
94,436
-3,763
| -4% | -$238K | 0.09% | 237 |
|
|
2023
Q4 | $6.08M | Sell |
98,199
-26,735
| -21% | -$1.65M | 0.1% | 213 |
|
|
2023
Q3 | $7.06M | Sell |
124,934
-316
| -0.3% | -$17.8K | 0.12% | 180 |
|
|
2023
Q2 | $7.39M | Buy |
125,250
+99,031
| +378% | +$5.84M | 0.13% | 173 |
|
|
2023
Q1 | $1.56M | Buy |
+26,219
| New | +$1.56M | 0.03% | 481 |
|