MFC
Morris Financial Concepts’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 | $1.74M | Sell |
23,940
-3,786
| -14% | -$275K | 0.69% | 25 |
|
|
2025
Q1 | $1.76M | Sell |
27,726
-1,926
| -6% | -$122K | 0.74% | 25 |
|
|
2024
Q4 | $1.8M | Sell |
29,652
-1,495
| -5% | -$90.8K | 0.77% | 22 |
|
|
2024
Q3 | $2.11M | Sell |
31,147
-6,027
| -16% | -$408K | 0.91% | 18 |
|
|
2024
Q2 | $2.29M | Sell |
37,174
-5,595
| -13% | -$345K | 1.1% | 14 |
|
|
2024
Q1 | $2.71M | Sell |
42,769
-10,497
| -20% | -$665K | 1.39% | 14 |
|
|
2023
Q4 | $3.3M | Buy |
53,266
+1,248
| +2% | +$77.3K | 1.88% | 12 |
|
|
2023
Q3 | $2.94M | Buy |
52,018
+67
| +0.1% | +$3.78K | 1.95% | 12 |
|
|
2023
Q2 | $3.06M | Sell |
51,951
-1,379
| -3% | -$81.3K | 1.98% | 12 |
|
|
2023
Q1 | $3.17M | Sell |
53,330
-1,586
| -3% | -$94.4K | 2.24% | 11 |
|
|
2022
Q4 | $3.1M | Sell |
54,916
-2,239
| -4% | -$126K | 2.51% | 8 |
|
|
2022
Q3 | $2.79M | Sell |
57,155
-119
| -0.2% | -$5.81K | 2.89% | 7 |
|
|
2022
Q2 | $3.13M | Buy |
57,274
+4,150
| +8% | +$227K | 2.97% | 7 |
|
|
2022
Q1 | $3.52M | Buy |
53,124
+2,870
| +6% | +$190K | 2.94% | 7 |
|
|
2021
Q4 | $3.67M | Buy |
+50,254
| New | +$3.67M | 3.06% | 7 |
|