RF&L Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$709K Hold
2025
Q2
$672K Sell
2025
Q1
$604K Buy
2024
Q4
$571K Buy
2024
Q3
$636K Hold
2024
Q2
$579K Buy
2024
Q1
$595K Hold
2023
Q4
$582K Sell
2023
Q3
$541K Sell
2023
Q2
$573K Sell
2023
Q1
$587K Sell
2022
Q4
$568K Buy