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Oak Root LLC’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oak Root LLC’s Portfolio SCZ Stock Details SCZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35,448
Closed -$2.25M – 13
2025
Q1 		$2.25M Sell
35,448
-19,562
-36% -$1.24M 0.3% 12
2024
Q4 		$3.34M Buy
+55,010
New +$3.34M 0.44% 12