JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62K | Buy |
50
+1
| +2% | +$72 | ﹤0.01% | 1199 |
|
|
2025
Q1 | $3.11K | Hold |
49
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q4 | $2.98K | Buy |
49
+1
| +2% | +$61 | ﹤0.01% | 1320 |
|
|
2024
Q3 | $3.25K | Hold |
48
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q2 | $2.96K | Sell |
48
-60
| -56% | -$3.7K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $6.86K | Buy |
108
+61
| +130% | +$3.88K | ﹤0.01% | 964 |
|
|
2023
Q4 | $2.93K | Hold |
47
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q3 | $2.64K | Hold |
47
| – | – | ﹤0.01% | 1253 |
|
|
2023
Q2 | $2.75K | Buy |
47
+1
| +2% | +$59 | ﹤0.01% | 1262 |
|
|
2023
Q1 | $2.73K | Hold |
46
| – | – | ﹤0.01% | 1238 |
|
|
2022
Q4 | $2.59K | Hold |
46
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q2 | $3K | Buy |
46
+1
| +2% | +$65 | ﹤0.01% | 1232 |
|
|
2022
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1312 |
|