Linscomb 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 | $253K | Sell |
3,479
-357
| -9% | -$26K | 0.01% | 282 |
|
|
2025
Q1 | $244K | Sell |
3,836
-103
| -3% | -$6.54K | 0.01% | 272 |
|
|
2024
Q4 | $239K | Buy |
3,939
+72
| +2% | +$4.37K | 0.01% | 272 |
|
|
2024
Q3 | $262K | Hold |
3,867
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $238K | Buy |
3,867
+154
| +4% | +$9.49K | 0.01% | 270 |
|
|
2024
Q1 | $235K | Hold |
3,713
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $230K | Buy |
3,713
+46
| +1% | +$2.85K | 0.01% | 263 |
|
|
2023
Q3 | $207K | Hold |
3,667
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $216K | Buy |
3,667
+56
| +2% | +$3.3K | 0.01% | 267 |
|
|
2023
Q1 | $215K | Sell |
3,611
-524
| -13% | -$31.2K | 0.01% | 275 |
|
|
2022
Q4 | $234K | Buy |
+4,135
| New | +$234K | 0.01% | 312 |
|
|
2022
Q3 | – | Sell |
-3,688
| Closed | -$201K | – | 291 |
|
|
2022
Q2 | $201K | Sell |
3,688
-354
| -9% | -$19.3K | 0.01% | 278 |
|
|
2022
Q1 | $268K | Buy |
4,042
+3
| +0.1% | +$199 | 0.01% | 300 |
|
|
2021
Q4 | $295K | Buy |
4,039
+72
| +2% | +$5.26K | 0.01% | 273 |
|
|
2021
Q3 | $295K | Sell |
3,967
-69
| -2% | -$5.13K | 0.02% | 265 |
|
|
2021
Q2 | $299K | Sell |
4,036
-400
| -9% | -$29.6K | 0.02% | 264 |
|
|
2021
Q1 | $319K | Buy |
4,436
+401
| +10% | +$28.8K | 0.02% | 254 |
|
|
2020
Q4 | $276K | Buy |
4,035
+92
| +2% | +$6.29K | 0.02% | 260 |
|
|
2020
Q3 | $233K | Sell |
3,943
-1,733
| -31% | -$102K | 0.02% | 263 |
|
|
2020
Q2 | $304K | Sell |
5,676
-23,067
| -80% | -$1.24M | 0.02% | 239 |
|
|
2020
Q1 | $1.29M | Sell |
28,743
-2,684
| -9% | -$120K | 0.11% | 110 |
|
|
2019
Q4 | $1.96M | Buy |
+31,427
| New | +$1.96M | 0.13% | 107 |
|