Presilium Private Wealth’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 | $430K | Sell |
5,910
-4,457
| -43% | -$324K | 0.09% | 55 |
|
|
2025
Q1 | $659K | Sell |
10,367
-2,041
| -16% | -$130K | 0.15% | 43 |
|
|
2024
Q4 | $754K | Sell |
12,408
-65
| -0.5% | -$3.95K | 0.17% | 44 |
|
|
2024
Q3 | $844K | Sell |
12,473
-264
| -2% | -$17.9K | 0.19% | 39 |
|
|
2024
Q2 | $785K | Sell |
12,737
-49
| -0.4% | -$3.02K | 0.2% | 40 |
|
|
2024
Q1 | $810K | Sell |
12,786
-80
| -0.6% | -$5.07K | 0.21% | 36 |
|
|
2023
Q4 | $796K | Buy |
+12,866
| New | +$796K | 0.23% | 37 |
|