MPCL
My Personal CFO LLC’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 | $4.82M | Buy |
66,347
+968
| +1% | +$70.4K | 2.19% | 10 |
|
|
2025
Q1 | $4.15M | Sell |
65,379
-7,155
| -10% | -$455K | 2.09% | 11 |
|
|
2024
Q4 | $4.41M | Sell |
72,534
-1,653
| -2% | -$100K | 2.26% | 9 |
|
|
2024
Q3 | $5.02M | Buy |
74,187
+5,669
| +8% | +$384K | 2.75% | 8 |
|
|
2024
Q2 | $4.22M | Buy |
68,518
+4,948
| +8% | +$305K | 2.25% | 10 |
|
|
2024
Q1 | $4.03M | Buy |
63,570
+2,150
| +4% | +$136K | 2.32% | 10 |
|
|
2023
Q4 | $3.8M | Buy |
61,420
+735
| +1% | +$45.5K | 2.48% | 10 |
|
|
2023
Q3 | $3.43M | Sell |
60,685
-4,100
| -6% | -$232K | 2.77% | 8 |
|
|
2023
Q2 | $3.82M | Sell |
64,785
-483
| -0.7% | -$28.5K | 3% | 9 |
|
|
2023
Q1 | $3.88M | Buy |
65,268
+31,614
| +94% | +$1.88M | 3.31% | 8 |
|
|
2022
Q4 | $3.09M | Buy |
33,654
+8
| +0% | +$735 | 2.85% | 8 |
|
|
2022
Q3 | $2.29M | Sell |
33,646
-20,108
| -37% | -$1.37M | 3.47% | 6 |
|
|
2022
Q2 | $2.93M | Buy |
53,754
+80
| +0.1% | +$4.37K | 3.77% | 7 |
|
|
2022
Q1 | $3.56M | Buy |
53,674
+4
| +0% | +$265 | 3.68% | 7 |
|
|
2021
Q4 | $3.92M | Buy |
+53,670
| New | +$3.92M | 3.42% | 7 |
|