Intergy Private Wealth’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 | $1.46M | Sell |
20,077
-320
| -2% | -$23.3K | 0.5% | 31 |
|
|
2025
Q1 | $1.3M | Hold |
20,397
| – | – | 0.49% | 30 |
|
|
2024
Q4 | $1.24M | Buy |
20,397
+3
| +0% | +$182 | 0.46% | 33 |
|
|
2024
Q3 | $1.38M | Sell |
20,394
-273
| -1% | -$18.5K | 0.53% | 29 |
|
|
2024
Q2 | $1.27M | Buy |
20,667
+3
| +0% | +$185 | 0.53% | 29 |
|
|
2024
Q1 | $1.31M | Hold |
20,664
| – | – | 0.54% | 32 |
|
|
2023
Q4 | $1.28M | Sell |
20,664
-68
| -0.3% | -$4.21K | 0.55% | 30 |
|
|
2023
Q3 | $1.17M | Sell |
20,732
-349
| -2% | -$19.7K | 0.59% | 29 |
|
|
2023
Q2 | $1.24M | Sell |
21,081
-183
| -0.9% | -$10.8K | 0.61% | 31 |
|
|
2023
Q1 | $1.27M | Sell |
21,264
-174
| -0.8% | -$10.4K | 0.71% | 29 |
|
|
2022
Q4 | $1.21M | Sell |
21,438
-399
| -2% | -$22.5K | 0.76% | 28 |
|
|
2022
Q3 | $1.07M | Buy |
+21,837
| New | +$1.07M | 0.76% | 30 |
|