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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Sell |
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|
2025
Q2 | $242K | Sell |
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2025
Q1 | $235K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $211K | Buy |
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