KPWG
KFA Private Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
4,666
+137
| +3% | +$9.96K | 0.11% | 96 |
|
|
2025
Q1 | $288K | Buy |
4,529
+144
| +3% | +$9.15K | 0.1% | 89 |
|
|
2024
Q4 | $266K | Buy |
4,385
+263
| +6% | +$16K | 0.11% | 74 |
|
|
2024
Q3 | $279K | Sell |
4,122
-75
| -2% | -$5.08K | 0.13% | 67 |
|
|
2024
Q2 | $259K | Sell |
4,197
-3,913
| -48% | -$241K | 0.13% | 67 |
|
|
2024
Q1 | $514K | Sell |
8,110
-65
| -0.8% | -$4.12K | 0.16% | 58 |
|
|
2023
Q4 | $506K | Sell |
8,175
-169
| -2% | -$10.5K | 0.18% | 47 |
|
|
2023
Q3 | $471K | Hold |
8,344
| – | – | 0.2% | 44 |
|
|
2023
Q2 | $492K | Buy |
8,344
+81
| +1% | +$4.78K | 0.2% | 43 |
|
|
2023
Q1 | $492K | Buy |
8,263
+2,331
| +39% | +$139K | 0.22% | 40 |
|
|
2022
Q4 | $335K | Sell |
5,932
-2,735
| -32% | -$154K | 0.17% | 46 |
|
|
2022
Q3 | $423K | Sell |
8,667
-34
| -0.4% | -$1.66K | 0.23% | 39 |
|
|
2022
Q2 | $475K | Buy |
8,701
+80
| +0.9% | +$4.37K | 0.26% | 37 |
|
|
2022
Q1 | $572K | Buy |
8,621
+128
| +2% | +$8.49K | 0.29% | 39 |
|
|
2021
Q4 | $621K | Buy |
8,493
+867
| +11% | +$63.4K | 0.31% | 36 |
|
|
2021
Q3 | $567K | Buy |
7,626
+742
| +11% | +$55.2K | 0.31% | 36 |
|
|
2021
Q2 | $510K | Sell |
6,884
-2,583
| -27% | -$191K | 0.28% | 40 |
|
|
2021
Q1 | $680K | Buy |
9,467
+289
| +3% | +$20.8K | 0.4% | 30 |
|
|
2020
Q4 | $627K | Sell |
9,178
-105
| -1% | -$7.17K | 0.4% | 32 |
|
|
2020
Q3 | $548K | Buy |
9,283
+2,671
| +40% | +$158K | 0.41% | 31 |
|
|
2020
Q2 | $355K | Sell |
6,612
-2,880
| -30% | -$155K | 0.34% | 36 |
|
|
2020
Q1 | $426K | Buy |
9,492
+937
| +11% | +$42.1K | 0.5% | 27 |
|
|
2019
Q4 | $533K | Buy |
+8,555
| New | +$533K | 0.49% | 26 |
|