Oakwell Private Wealth Management’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
2021
Q3
Sell
-3,188
Closed -$236K 67
2021
Q2
$236K Buy
3,188
+113
+4% +$8.37K 0.15% 59
2021
Q1
$221K Sell
3,075
-165
-5% -$11.9K 0.16% 57
2020
Q4
$221K Buy
+3,240
New +$221K 0.17% 57