Noble Family Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
34,827
-1,317
-4% -$95.7K 0.62% 25
2025
Q1
$2.3M Sell
36,144
-210
-0.6% -$13.3K 0.63% 27
2024
Q4
$2.21M Buy
36,354
+5,548
+18% +$338K 0.61% 28
2024
Q3
$2.09M Sell
30,806
-8
-0% -$542 0.56% 28
2024
Q2
$1.9M Hold
30,814
0.55% 30
2024
Q1
$1.95M Buy
30,814
+109
+0.4% +$6.9K 0.56% 30
2023
Q4
$1.9M Sell
30,705
-200
-0.6% -$12.4K 0.58% 31
2023
Q3
$1.75M Buy
30,905
+1,178
+4% +$66.5K 0.59% 31
2023
Q2
$1.75M Buy
29,727
+909
+3% +$53.6K 0.57% 31
2023
Q1
$1.71M Buy
+28,818
New +$1.71M 0.59% 31