MGW
MB Generational Wealth’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
Q1 | $1.34M | Buy |
21,126
+2,351
| +13% | +$149K | 1% | 17 |
|
|
2024
Q4 | $1.14M | Sell |
18,775
-4,818
| -20% | -$293K | 0.84% | 20 |
|
|
2024
Q3 | $1.6M | Buy |
23,593
+6,324
| +37% | +$428K | 1.15% | 14 |
|
|
2024
Q2 | $1.06M | Buy |
17,269
+6,004
| +53% | +$370K | 0.83% | 19 |
|
|
2024
Q1 | $1.09M | Sell |
11,265
-6,004
| -35% | -$583K | 0.86% | 18 |
|
|
2023
Q4 | $1.07M | Buy |
+17,269
| New | +$1.07M | 1% | 18 |
|