Partnership 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
40,198
+772
| +2% | +$56.1K | 2.37% | 9 |
|
|
2025
Q1 | $2.5M | Buy |
39,426
+669
| +2% | +$42.5K | 2.13% | 9 |
|
|
2024
Q4 | $2.35M | Buy |
38,757
+7,976
| +26% | +$485K | 1.96% | 9 |
|
|
2024
Q3 | $2.08M | Buy |
30,781
+24,368
| +380% | +$1.65M | 1.47% | 10 |
|
|
2024
Q2 | $395K | Sell |
6,413
-659
| -9% | -$40.6K | 0.29% | 63 |
|
|
2024
Q1 | $448K | Buy |
7,072
+118
| +2% | +$7.47K | 0.31% | 68 |
|
|
2023
Q4 | $419K | Buy |
+6,954
| New | +$419K | 0.32% | 63 |
|