MGWA
Monument Group Wealth Advisors’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
Q2 | $1.32M | Sell |
18,226
-1,011
| -5% | -$73.5K | 0.83% | 10 |
|
|
2025
Q1 | $1.22M | Sell |
19,237
-23
| -0.1% | -$1.46K | 0.85% | 9 |
|
|
2024
Q4 | $1.17M | Sell |
19,260
-2,165
| -10% | -$132K | 0.83% | 9 |
|
|
2024
Q3 | $1.45M | Buy |
21,425
+612
| +3% | +$41.4K | 0.87% | 9 |
|
|
2024
Q2 | $1.28M | Hold |
20,813
| – | – | 0.86% | 10 |
|
|
2024
Q1 | $1.32M | Buy |
20,813
+967
| +5% | +$61.2K | 0.98% | 11 |
|
|
2023
Q4 | $1.23M | Buy |
+19,846
| New | +$1.23M | 1.05% | 11 |
|