Phillips Financial 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 | $170K | Hold |
2,334
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $148K | Sell |
2,334
-3
| -0.1% | -$191 | 0.01% | 187 |
|
|
2024
Q4 | $142K | Hold |
2,337
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $158K | Buy |
2,337
+3
| +0.1% | +$203 | 0.01% | 187 |
|
|
2024
Q2 | $144K | Buy |
2,334
+194
| +9% | +$12K | 0.01% | 192 |
|
|
2024
Q1 | $136K | Hold |
2,140
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $132K | Hold |
2,140
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $121K | Hold |
2,140
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $126K | Hold |
2,140
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $127K | Hold |
2,140
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $121K | Hold |
2,140
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $104K | Buy |
+2,140
| New | +$104K | 0.01% | 160 |
|