Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Hold |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $104K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.54K | Sell |
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|
2023
Q2 | $10.3K | Sell |
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|
2023
Q1 | $10.5K | Buy |
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|
2022
Q4 | $7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $23K | Buy |
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