River Wealth Advisors’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 | $296K | Sell |
4,074
-490
| -11% | -$35.6K | 0.04% | 181 |
|
|
2025
Q1 | $290K | Sell |
4,564
-393
| -8% | -$25K | 0.04% | 177 |
|
|
2024
Q4 | $301K | Sell |
4,957
-197
| -4% | -$12K | 0.04% | 180 |
|
|
2024
Q3 | $349K | Sell |
5,154
-1,074
| -17% | -$72.7K | 0.05% | 166 |
|
|
2024
Q2 | $384K | Sell |
6,228
-4,408
| -41% | -$272K | 0.06% | 154 |
|
|
2024
Q1 | $674K | Sell |
10,636
-1,250
| -11% | -$79.2K | 0.1% | 124 |
|
|
2023
Q4 | $736K | Buy |
11,886
+797
| +7% | +$49.3K | 0.12% | 124 |
|
|
2023
Q3 | $626K | Sell |
11,089
-150
| -1% | -$8.47K | 0.11% | 130 |
|
|
2023
Q2 | $663K | Sell |
11,239
-19
| -0.2% | -$1.12K | 0.11% | 137 |
|
|
2023
Q1 | $670K | Sell |
11,258
-1,219
| -10% | -$72.5K | 0.12% | 134 |
|
|
2022
Q4 | $705K | Sell |
12,477
-3,355
| -21% | -$189K | 0.14% | 124 |
|
|
2022
Q3 | $772K | Sell |
15,832
-8,967
| -36% | -$437K | 0.17% | 116 |
|
|
2022
Q2 | $1.35M | Sell |
24,799
-370
| -1% | -$20.2K | 0.25% | 91 |
|
|
2022
Q1 | $1.67M | Buy |
25,169
+437
| +2% | +$29K | 0.27% | 89 |
|
|
2021
Q4 | $1.81M | Sell |
24,732
-2,228
| -8% | -$163K | 0.28% | 85 |
|
|
2021
Q3 | $2.01M | Buy |
26,960
+165
| +0.6% | +$12.3K | 0.34% | 76 |
|
|
2021
Q2 | $1.99M | Buy |
26,795
+175
| +0.7% | +$13K | 0.35% | 77 |
|
|
2021
Q1 | $1.91M | Buy |
26,620
+1,372
| +5% | +$98.5K | 0.36% | 72 |
|
|
2020
Q4 | $1.73M | Buy |
25,248
+3,523
| +16% | +$241K | 0.37% | 70 |
|
|
2020
Q3 | $1.28M | Buy |
21,725
+9,196
| +73% | +$543K | 0.33% | 80 |
|
|
2020
Q2 | $672K | Buy |
+12,529
| New | +$672K | 0.2% | 105 |
|
|
2019
Q1 | – | Sell |
-335
| Closed | -$17K | – | 423 |
|
|
2018
Q4 | $17K | Buy |
335
+130
| +63% | +$6.6K | 0.01% | 361 |
|
|
2018
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $13K | Buy |
+205
| New | +$13K | 0.01% | 416 |
|