Prosperity Planning’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 | $2.43M | Sell |
33,402
-1,325
| -4% | -$96.3K | 0.7% | 33 |
|
|
2025
Q1 | $2.21M | Buy |
34,727
+567
| +2% | +$36K | 0.69% | 36 |
|
|
2024
Q4 | $2.08M | Buy |
34,160
+1,443
| +4% | +$87.7K | 0.67% | 36 |
|
|
2024
Q3 | $2.21M | Sell |
32,717
-90
| -0.3% | -$6.09K | 0.7% | 35 |
|
|
2024
Q2 | $2.02M | Buy |
32,807
+162
| +0.5% | +$9.99K | 0.69% | 33 |
|
|
2024
Q1 | $2.07M | Buy |
32,645
+765
| +2% | +$48.4K | 0.72% | 31 |
|
|
2023
Q4 | $1.97M | Buy |
31,880
+522
| +2% | +$32.3K | 0.74% | 31 |
|
|
2023
Q3 | $1.77M | Sell |
31,358
-243
| -0.8% | -$13.7K | 0.74% | 30 |
|
|
2023
Q2 | $1.86M | Sell |
31,601
-346
| -1% | -$20.4K | 0.77% | 31 |
|
|
2023
Q1 | $1.9M | Sell |
31,947
-484
| -1% | -$28.8K | 0.83% | 29 |
|
|
2022
Q4 | $1.8M | Hold |
32,431
| – | – | 0.89% | 26 |
|
|
2022
Q3 | $1.58M | Buy |
32,431
+772
| +2% | +$37.7K | 0.83% | 30 |
|
|
2022
Q2 | $1.85M | Hold |
31,659
| – | – | 0.94% | 26 |
|
|
2022
Q1 | $2.13M | Hold |
31,659
| – | – | 1.04% | 25 |
|
|
2021
Q4 | $2.31M | Buy |
31,659
+1,360
| +4% | +$99.4K | 1.17% | 23 |
|
|
2021
Q3 | $2.26M | Sell |
30,299
-106
| -0.3% | -$7.89K | 1.23% | 24 |
|
|
2021
Q2 | $2.26M | Sell |
30,405
-601
| -2% | -$44.6K | 1.4% | 22 |
|
|
2021
Q1 | $2.23M | Buy |
31,006
+16
| +0.1% | +$1.15K | 1.58% | 20 |
|
|
2020
Q4 | $2.12M | Buy |
+30,990
| New | +$2.12M | 1.79% | 18 |
|