LPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Sell |
3,316
-1
| -0% | -$81 | 0.07% | 84 |
|
|
2025
Q4 | $257K | Hold |
3,317
| – | – | 0.06% | 79 |
|
|
2025
Q3 | $254K | Sell |
3,317
-19
| -0.6% | -$1.42K | 0.07% | 75 |
|
|
2025
Q2 | $242K | Sell |
3,336
-368
| -10% | -$24.9K | 0.07% | 77 |
|
|
2025
Q1 | $235K | Sell |
3,704
-17
| -0.5% | -$1.07K | 0.08% | 76 |
|
|
2024
Q4 | $226K | Sell |
3,721
-220
| -6% | -$14K | 0.07% | 74 |
|
|
2024
Q3 | $261K | Sell |
3,941
-2
| -0.1% | -$129 | 0.09% | 70 |
|
|
2024
Q2 | $247K | Sell |
3,943
-89
| -2% | -$5.58K | 0.09% | 65 |
|
|
2024
Q1 | $252K | Sell |
4,032
-275
| -6% | -$16.8K | 0.09% | 64 |
|
|
2023
Q4 | $261K | Buy |
4,307
+158
| +4% | +$9.02K | 0.1% | 60 |
|
|
2023
Q3 | $230K | Buy |
4,149
+148
| +4% | +$8.73K | 0.1% | 60 |
|
|
2023
Q2 | $236K | Sell |
4,001
-26
| -0.6% | -$1.55K | 0.1% | 61 |
|
|
2023
Q1 | $240K | Buy |
4,027
+347
| +9% | +$20.6K | 0.12% | 56 |
|
|
2022
Q4 | $215K | Sell |
3,680
-475
| -11% | -$25.5K | 0.12% | 56 |
|
|
2022
Q3 | $203K | Sell |
4,155
-289
| -7% | -$15.8K | 0.12% | 57 |
|
|
2022
Q2 | $243K | Buy |
4,444
+4
| +0.1% | +$242 | 0.14% | 55 |
|
|
2022
Q1 | $290K | Sell |
4,440
-64
| -1% | -$4.35K | 0.14% | 56 |
|
|
2021
Q4 | $329K | Buy |
4,504
+205
| +5% | +$15.2K | 0.17% | 52 |
|
|
2021
Q3 | $321K | Buy |
4,299
+80
| +2% | +$6.09K | 0.19% | 46 |
|
|
2021
Q2 | $317K | Buy |
4,219
+104
| +3% | +$7.8K | 0.19% | 46 |
|
|
2021
Q1 | $300K | Buy |
4,115
+425
| +12% | +$30.2K | 0.2% | 44 |
|
|
2020
Q4 | $252K | Buy |
3,690
+141
| +4% | +$8.9K | 0.19% | 48 |
|
|
2020
Q3 | $211K | Buy |
+3,549
| New | +$203K | 0.17% | 48 |
|
Other funds holding SCZ
TWIM
TCIIS
