LNWWM
Laird Norton Wetherby Wealth Management’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 | $1.63M | Buy |
+22,397
| New | +$1.63M | 0.07% | 249 |
|
|
2024
Q4 | $1.46M | Sell |
24,078
-1,598
| -6% | -$97.1K | 0.07% | 255 |
|
|
2024
Q3 | $1.74M | Sell |
25,676
-2,825
| -10% | -$191K | 0.08% | 241 |
|
|
2024
Q2 | $1.76M | Hold |
28,501
| – | – | 0.08% | 232 |
|
|
2024
Q1 | $1.8M | Sell |
28,501
-1,500
| -5% | -$95K | 0.09% | 241 |
|
|
2023
Q4 | $1.86M | Sell |
30,001
-8,039
| -21% | -$498K | 0.1% | 225 |
|
|
2023
Q3 | $2.15M | Buy |
38,040
+4,601
| +14% | +$260K | 0.12% | 168 |
|
|
2023
Q2 | $1.97M | Sell |
33,439
-13,674
| -29% | -$806K | 0.11% | 192 |
|
|
2023
Q1 | $2.8M | Sell |
47,113
-21,364
| -31% | -$1.27M | 0.16% | 132 |
|
|
2022
Q4 | $3.87M | Buy |
68,477
+8,717
| +15% | +$492K | 0.25% | 78 |
|
|
2022
Q3 | $2.92M | Sell |
59,760
-15,001
| -20% | -$732K | 0.21% | 97 |
|
|
2022
Q2 | $4.08M | Buy |
74,761
+26,091
| +54% | +$1.42M | 0.28% | 62 |
|
|
2022
Q1 | $3.23M | Sell |
48,670
-3,947
| -8% | -$262K | 0.19% | 96 |
|
|
2021
Q4 | $3.85M | Buy |
52,617
+3,995
| +8% | +$292K | 0.22% | 88 |
|
|
2021
Q3 | $3.62M | Buy |
48,622
+20,744
| +74% | +$1.54M | 0.22% | 82 |
|
|
2021
Q2 | $2.07M | Buy |
27,878
+574
| +2% | +$42.6K | 0.13% | 150 |
|
|
2021
Q1 | $1.96M | Sell |
27,304
-659
| -2% | -$47.4K | 0.15% | 134 |
|
|
2020
Q4 | $1.91M | Buy |
27,963
+659
| +2% | +$45.1K | 0.13% | 149 |
|
|
2020
Q3 | $1.61M | Hold |
27,304
| – | – | 0.14% | 140 |
|
|
2020
Q2 | $1.46M | Sell |
27,304
-17,680
| -39% | -$948K | 0.14% | 142 |
|
|
2020
Q1 | $2.02M | Sell |
44,984
-33,404
| -43% | -$1.5M | 0.23% | 90 |
|
|
2019
Q4 | $4.88M | Buy |
78,388
+4,037
| +5% | +$251K | 0.48% | 37 |
|
|
2019
Q3 | $4.26M | Hold |
74,351
| – | – | 0.44% | 44 |
|
|
2019
Q2 | $4.27M | Sell |
74,351
-3,740
| -5% | -$215K | 0.47% | 38 |
|
|
2019
Q1 | $4.49M | Sell |
78,091
-26,469
| -25% | -$1.52M | 0.56% | 32 |
|
|
2018
Q4 | $5.42M | Buy |
+104,560
| New | +$5.42M | 0.77% | 20 |
|