RWM
Reston Wealth Management’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 | $2.24M | Buy |
30,772
+1,088
| +4% | +$79.1K | 0.78% | 14 |
|
2025
Q1 | $1.89M | Sell |
29,684
-1,833
| -6% | -$116K | 0.76% | 13 |
|
2024
Q4 | $1.91M | Buy |
31,517
+2,908
| +10% | +$177K | 0.71% | 15 |
|
2024
Q3 | $1.94M | Buy |
28,609
+714
| +3% | +$48.3K | 0.7% | 15 |
|
2024
Q2 | $1.72M | Sell |
27,895
-1,504
| -5% | -$92.7K | 0.69% | 16 |
|
2024
Q1 | $1.86M | Sell |
29,399
-2,254
| -7% | -$143K | 0.76% | 15 |
|
2023
Q4 | $1.96M | Buy |
31,653
+603
| +2% | +$37.3K | 0.9% | 14 |
|
2023
Q3 | $1.75M | Buy |
+31,050
| New | +$1.75M | 0.89% | 14 |
|