Partnership Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.87M Sell
2025
Q2
$2.92M Buy
2025
Q1
$2.5M Buy
2024
Q4
$2.35M Buy
2024
Q3
$2.08M Buy
2024
Q2
$395K Sell
2024
Q1
$448K Buy
2023
Q4
$419K Buy