Pinnacle Wealth Planning Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Buy	6,095 +777	+15%	+$63.2K	0.05%	219
2025 Q4	$412K	Sell	5,318 -2,296	-30%	-$176K	0.04%	248
2025 Q3	$584K	Sell	7,614 -809	-10%	-$60.5K	0.07%	182
2025 Q2	$612K	Sell	8,423 -428	-5%	-$29K	0.08%	159
2025 Q1	$562K	Sell	8,851 -500	-5%	-$31.6K	0.08%	145
2024 Q4	$568K	Sell	9,351 -323	-3%	-$20.5K	0.09%	140
2024 Q3	$655K	Hold	9,674	–	–	0.09%	144
2024 Q2	$596K	Sell	9,674 -9	-0.1%	-$564	0.09%	152
2024 Q1	$613K	Buy	9,683 +149	+2%	+$9.11K	0.09%	149
2023 Q4	$590K	Buy	9,534 +812	+9%	+$46.4K	0.09%	148
2023 Q3	$493K	Sell	8,722 -14	-0.2%	-$826	0.08%	164
2023 Q2	$515K	Sell	8,736 -568	-6%	-$34K	0.08%	162
2023 Q1	$554K	Sell	9,304 -101	-1%	-$6K	0.09%	159
2022 Q4	$531K	Sell	9,405 -390	-4%	-$20.9K	0.09%	153
2022 Q3	$478K	Sell	9,795 -92	-0.9%	-$5.04K	0.09%	149
2022 Q2	$540K	Sell	9,887 -161	-2%	-$9.74K	0.1%	142
2022 Q1	$667K	Hold	10,048	–	–	0.12%	130
2021 Q4	$735K	Hold	10,048	–	–	0.15%	105
2021 Q3	$748K	Hold	10,048	–	–	0.17%	94
2021 Q2	$745K	Hold	10,048	–	–	0.18%	93
2021 Q1	$722K	Sell	10,048 -125	-1%	-$8.87K	0.19%	91
2020 Q4	$695K	Sell	10,173 -624	-6%	-$39.4K	0.17%	86
2020 Q3	$637K	Sell	10,797 -399	-4%	-$22.9K	0.21%	84
2020 Q2	$600K	Sell	11,196 -2,898	-21%	-$146K	0.2%	91
2020 Q1	$631K	Sell	14,094 -1,165	-8%	-$64.8K	0.3%	68
2019 Q4	$950K	Sell	15,259 -301	-2%	-$18.1K	0.45%	45
2019 Q3	$890K	Sell	15,560 -115	-0.7%	-$6.5K	0.48%	37
2019 Q2	$900K	Sell	15,675 -328	-2%	-$18.9K	0.54%	32
2019 Q1	$919K	Sell	16,003 -133	-0.8%	-$7.45K	0.62%	27
2018 Q4	$836K	Buy	16,136 +9,322	+137%	+$522K	0.54%	39
2018 Q3	$424K	Sell	6,814 -56	-0.8%	-$3.5K	0.39%	89
2018 Q2	$431K	Sell	6,870 -155	-2%	-$10.1K	0.42%	80
2018 Q1	$458K	Sell	7,025 -6,919	-50%	-$457K	0.47%	70
2017 Q4	$899K	Buy	+13,944	New	+$877K	1.83%	13