SAI
Savvy Advisors Inc’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 | $515K | Buy |
7,083
+866
| +14% | +$62.9K | 0.03% | 343 |
|
|
2025
Q1 | $395K | Buy |
6,217
+629
| +11% | +$40K | 0.04% | 331 |
|
|
2024
Q4 | $339K | Buy |
5,588
+2,404
| +76% | +$146K | 0.04% | 317 |
|
|
2024
Q3 | $216K | Sell |
3,184
-1,208
| -28% | -$81.8K | 0.04% | 323 |
|
|
2024
Q2 | $271K | Sell |
4,392
-926
| -17% | -$57.1K | 0.09% | 227 |
|
|
2024
Q1 | $337K | Sell |
5,318
-1,889
| -26% | -$120K | 0.19% | 147 |
|
|
2023
Q4 | $446K | Buy |
+7,207
| New | +$446K | 0.43% | 70 |
|