RLWM
RF&L 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 | $672K | Sell |
9,245
-258
| -3% | -$18.8K | 0.43% | 41 |
|
|
2025
Q1 | $604K | Buy |
9,503
+100
| +1% | +$6.35K | 0.43% | 39 |
|
|
2024
Q4 | $571K | Buy |
9,403
+3
| +0% | +$182 | 0.4% | 37 |
|
|
2024
Q3 | $636K | Hold |
9,400
| – | – | 0.45% | 37 |
|
|
2024
Q2 | $579K | Buy |
9,400
+2
| +0% | +$123 | 0.44% | 37 |
|
|
2024
Q1 | $595K | Hold |
9,398
| – | – | 0.46% | 38 |
|
|
2023
Q4 | $582K | Sell |
9,398
-178
| -2% | -$11K | 0.48% | 36 |
|
|
2023
Q3 | $541K | Sell |
9,576
-131
| -1% | -$7.4K | 0.5% | 35 |
|
|
2023
Q2 | $573K | Sell |
9,707
-158
| -2% | -$9.32K | 0.52% | 35 |
|
|
2023
Q1 | $587K | Sell |
9,865
-200
| -2% | -$11.9K | 0.57% | 35 |
|
|
2022
Q4 | $568K | Buy |
+10,065
| New | +$568K | 0.59% | 35 |
|