LongView Wealth Management’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 | $276K | Sell |
3,796
-9,030
| -70% | -$656K | 0.08% | 177 |
|
|
2025
Q1 | $815K | Buy |
12,826
+533
| +4% | +$33.9K | 0.24% | 84 |
|
|
2024
Q4 | $747K | Sell |
12,293
-660
| -5% | -$40.1K | 0.23% | 87 |
|
|
2024
Q3 | $877K | Buy |
12,953
+24
| +0.2% | +$1.63K | 0.28% | 73 |
|
|
2024
Q2 | $797K | Buy |
12,929
+481
| +4% | +$29.6K | 0.29% | 73 |
|
|
2024
Q1 | $788K | Buy |
12,448
+82
| +0.7% | +$5.19K | 0.31% | 69 |
|
|
2023
Q4 | $752K | Buy |
+12,366
| New | +$752K | 0.34% | 67 |
|