PWA
Physician Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
14,846
-1,117
| -7% | -$81.2K | 0.17% | 66 |
|
|
2025
Q1 | $1.01M | Sell |
15,963
-615
| -4% | -$39.1K | 0.17% | 64 |
|
|
2024
Q4 | $1.01M | Sell |
16,578
-1,408
| -8% | -$85.5K | 0.17% | 68 |
|
|
2024
Q3 | $1.18M | Sell |
17,986
-3,936
| -18% | -$257K | 0.21% | 56 |
|
|
2024
Q2 | $1.42M | Sell |
21,922
-1,440
| -6% | -$93K | 0.26% | 56 |
|
|
2024
Q1 | $1.41M | Sell |
23,362
-1,649
| -7% | -$99.8K | 0.3% | 51 |
|
|
2023
Q4 | $1.5M | Sell |
25,011
-352
| -1% | -$21.1K | 0.33% | 48 |
|
|
2023
Q3 | $1.4M | Sell |
25,363
-17
| -0.1% | -$939 | 0.36% | 39 |
|
|
2023
Q2 | $1.5M | Sell |
25,380
-132
| -0.5% | -$7.79K | 0.37% | 39 |
|
|
2023
Q1 | $1.54M | Sell |
25,512
-977
| -4% | -$58.9K | 0.4% | 38 |
|
|
2022
Q4 | $1.61M | Sell |
26,489
-2,801
| -10% | -$171K | 0.44% | 36 |
|
|
2022
Q3 | $1.49M | Sell |
29,290
-856
| -3% | -$43.4K | 0.46% | 36 |
|
|
2022
Q2 | $1.76M | Sell |
30,146
-4,079
| -12% | -$238K | 0.51% | 33 |
|
|
2022
Q1 | $2.14M | Sell |
34,225
-946
| -3% | -$59.2K | 0.57% | 35 |
|
|
2021
Q4 | $2.54M | Sell |
35,171
-852
| -2% | -$61.6K | 0.67% | 31 |
|
|
2021
Q3 | $2.74M | Sell |
36,023
-1
| -0% | -$76 | 0.75% | 28 |
|
|
2021
Q2 | $2.68M | Sell |
36,024
-526
| -1% | -$39.2K | 0.77% | 27 |
|
|
2021
Q1 | $2.71M | Sell |
36,550
-848
| -2% | -$62.8K | 0.88% | 27 |
|
|
2020
Q4 | $2.67M | Sell |
37,398
-3,800
| -9% | -$271K | 0.91% | 27 |
|
|
2020
Q3 | $2.36M | Sell |
41,198
-2,568
| -6% | -$147K | 0.95% | 26 |
|
|
2020
Q2 | $2.5M | Sell |
43,766
-1,147
| -3% | -$65.6K | 1.01% | 24 |
|
|
2020
Q1 | $2.09M | Buy |
44,913
+5,131
| +13% | +$239K | 1.05% | 24 |
|
|
2019
Q4 | $2.47M | Sell |
39,782
-296
| -0.7% | -$18.4K | 1.1% | 21 |
|
|
2019
Q3 | $2.45M | Buy |
+40,078
| New | +$2.45M | 1.2% | 20 |
|